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 TRUST2+ years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $222,187 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $105,174 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $38,695 |
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 | $89,662 | $100,589-10.9% | $136,294-34.2% | $177,276-49.4% |
| Participation rate | 84.5% | 77.4%+7.0pp | 81.9%+2.5pp | 74.8%+9.6pp |
| Annual return | 20.73% | 39.18%-18.4pp | 5155.94%-5135.2pp | 21.25%-0.5pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,695-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $0 | $5,830-100.0% | $6,247-100.0% | $3,881-100.0% |
| Admin fee / account holder | $64 | $55+16.5% | $9,243-99.3% | $154-58.6% |