Filed January 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,232 |
LYONDELL CHEMICAL COMPANY2+ years Service code 14 · EIN 04-3452906 | Plan Administrator | $1,299 |
FID INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2+ years Filed as: FID INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | -$18,810 |
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 | $154,403 | $74,024+108.6% | $77,999+98.0% | $57,658+167.8% |
| Participation rate | 96.3% | 79.7%+16.6pp | 75.5%+20.8pp | 70.2%+26.1pp |
| Annual return | 4.92% | 12.14%-7.2pp | 425.96%-421.0pp | 5.13%-0.2pp |
| Employer contribution / active EE | $3,526 | $2,365+49.1% | $2,470+42.8% | $1,974+78.7% |
| Participant deferral / active EE | $8,085 | $3,533+128.8% | $3,497+131.2% | $3,061+164.2% |
| Admin fee / account holder | -$34 | $93-136.1% | $5,480-100.6% | $95-135.6% |