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 TRUST3+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $7,691 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,136 | $58,726-53.8% | $92,233-70.6% | $62,292-56.4% |
| Participation rate | 82.1% | 68.3%+13.7pp | 76.5%+5.6pp | 69.5%+12.5pp |
| Annual return | 4.06% | 43.62%-39.6pp | 176.28%-172.2pp | 28.90%-24.8pp |
| Employer contribution / active EE | $6,624 | $2,392+176.9% | $3,679+80.0% | $2,042+224.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |