Filed October 18, 2004
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 4-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 TRUST1+ years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $119,286 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $91,107 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,960 | $86,372+0.7% | $123,892-29.8% | $65,292+33.2% |
| Participation rate | 86.3% | 76.9%+9.4pp | 81.4%+4.9pp | 72.4%+13.9pp |
| Annual return | 19.09% | 11.27%+7.8pp | 47.52%-28.4pp | 11.84%+7.3pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,617-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $0 | $5,625-100.0% | $5,984-100.0% | $3,579-100.0% |
| Admin fee / account holder | $41 | $53-22.9% | $8,357-99.5% | $57-29.0% |