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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,919 |
LYONDELL CHEMICAL COMPANY3+ years Service code 14 · EIN 04-3452906 | Plan Administrator | $14,778 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Filed as: FID INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | -$34,502 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,356 | $75,284+126.3% | $91,001+87.2% | $69,631+144.7% |
| Participation rate | 96.6% | 80.4%+16.2pp | 75.6%+21.0pp | 70.7%+26.0pp |
| Annual return | 17.03% | 48.40%-31.4pp | 4.60%+12.4pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,569 | $2,473+44.3% | $2,456+45.3% | $2,032+75.6% |
| Participant deferral / active EE | $8,903 | $3,700+140.6% | $3,547+151.0% | $3,224+176.2% |
| Admin fee / account holder | -$24 | $111-121.7% | $5,417-100.4% | $110-121.7% |