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 TRUST8+ years Filed as: WILMINGTON TRUST INVESTMENT ADVISOR Service code 21 · EIN 52-1959471 | Bank Trustee | $11,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,542 | $106,236-59.0% | $112,228-61.2% | $64,808-32.8% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.1%+14.5pp | 71.5%+18.1pp |
| Annual return | 10.91% | -6.02%+16.9pp | 27.45%-16.5pp | 32.82%-21.9pp |
| Employer contribution / active EE | $7,143 | $3,166+125.6% | $3,635+96.5% | $2,506+185.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $15 | $452-96.6% | $6,410-99.8% | $188-91.9% |