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 TRUST4+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $13,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,241 | $56,443-32.2% | $83,848-54.4% | $55,725-31.4% |
| Participation rate | 90.8% | 72.0%+18.8pp | 76.1%+14.7pp | 70.9%+19.9pp |
| Annual return | 32.17% | 393.67%-361.5pp | 850.88%-818.7pp | 244.93%-212.8pp |
| Employer contribution / active EE | $6,528 | $2,682+143.4% | $3,631+79.8% | $2,078+214.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $25 | $156-83.9% | $5,478-99.5% | $115-78.2% |