Filed May 27, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,947 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,341 | $46,292+112.4% | $143,757-31.6% | $64,808+51.7% |
| Participation rate | 90.0% | 64.2%+25.8pp | 80.3%+9.7pp | 71.5%+18.6pp |
| Annual return | -17.61% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,488 | $1,910+135.0% | $4,951-9.3% | $2,506+79.1% |
| Participant deferral / active EE | $4,753 | $2,646+79.7% | $5,637-15.7% | $4,310+10.3% |
| Admin fee / account holder | $105 | $154-31.9% | $14,673-99.3% | $188-44.2% |