SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN

Plan Contact

  • Address: P.O. BOX 362394,SAN JUAN,PR
  • Contact person: MARITERE AYALA
  • Phone: (787) 474-5252

Plan General Information

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is $10,683,811.00.This plan was established in 1998.

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is 670

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is $15,945.00

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is $2,408.00.

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is approximately $373.00
Investing in this additonal $373.00 for 20 years would give you extra $23,872.00, assuming a 10% annual return.

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2010, SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN allocates $249,917.00 to match its employees' contributions, providing an employer match rate of 30.97% of their contributions

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is 29.89%.

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is 18.12%. This measures the effectiveness of the plan participants' investments in the year.

SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of SCOTIABANK DE PUERTO RICO SAVINGS AND INVESTMENT PLAN is 0.55%.

Enrollment Features

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …