Filed March 26, 2013
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 TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 26 · EIN 38-4097305 1100 N. MARKET STREET · WILMINGTON, DE 19801 | Advisory (Participants) | $21,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,431 | $77,899+55.9% | $149,673-18.9% | $75,163+61.6% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 19.25% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $4,329 | $3,137+38.0% | $4,818-10.1% | $2,670+62.2% |
| Participant deferral / active EE | $5,649 | $3,411+65.6% | $5,680-0.5% | $4,125+36.9% |
| Admin fee / account holder | $298 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |