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 TRUST6+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $11,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,850 | $91,517-64.1% | $101,248-67.6% | $73,409-55.3% |
| Participation rate | 90.4% | 73.8%+16.6pp | 75.8%+14.6pp | 72.2%+18.2pp |
| Annual return | 22.64% | 17.17%+5.5pp | 46.47%-23.8pp | 59.29%-36.7pp |
| Employer contribution / active EE | $5,128 | $2,877+78.2% | $3,660+40.1% | $2,234+129.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $17 | $216-92.2% | $5,945-99.7% | $158-89.4% |