Filed December 22, 1997
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+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $0 |
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 | $37,473 | $50,498-25.8% | $75,781-50.6% | $55,191-32.1% |
| Participation rate | 89.0% | 69.4%+19.5pp | 75.8%+13.1pp | 69.2%+19.8pp |
| Annual return | 12.02% | 1.80%+10.2pp | 9.68%+2.3pp | 10.78%+1.2pp |
| Employer contribution / active EE | $6,023 | $2,291+162.9% | $3,323+81.2% | $1,899+217.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $25 | $123-79.9% | $5,299-99.5% | $91-72.7% |