See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $62,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,117 | $92,055+3.3% | $106,213-10.4% | $77,643+22.5% |
| Participation rate | 58.3% | 81.0%-22.7pp | 75.3%-16.9pp | 70.6%-12.2pp |
| Annual return | 13.74% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,647 | $3,367-51.1% | $3,171-48.1% | $2,726-39.6% |
| Participant deferral / active EE | $3,867 | $5,386-28.2% | $5,016-22.9% | $4,647-16.8% |
| Admin fee / account holder | $269 | $219+23.0% | $11,033-97.6% | $430-37.4% |