Filed June 11, 1992
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 |
|---|---|---|
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 24 · EIN 51-0099493 711 HIGH ST · DES MOINES, IA 50392 | Discretionary Trustee | $44,984 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 13.63% | 9.49%+4.1pp | 15.31%-1.7pp | 9.89%+3.7pp |
| Employer contribution / active EE | $8,333 | $12,214-31.8% | $28,686-71.0% | $14,313-41.8% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |