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 TRUST5+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $10,655 |
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 | $28,862 | $66,601-56.7% | $92,893-68.9% | $67,579-57.3% |
| Participation rate | 92.4% | 72.5%+19.9pp | 76.0%+16.4pp | 71.3%+21.1pp |
| Annual return | -13.52% | 92.58%-106.1pp | 109.41%-122.9pp | 378.56%-392.1pp |
| Employer contribution / active EE | $6,401 | $2,775+130.6% | $3,653+75.3% | $2,148+198.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $17 | $199-91.3% | $5,794-99.7% | $142-87.9% |