Filed October 5, 2022
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 TRUST4+ years Filed as: WILMINGTON TRUST, NA Service code 21 · EIN 23-3060382 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,459 | $73,102+187.9% | $123,544+70.4% | $56,287+273.9% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.7pp |
| Annual return | 46.12% | 3.01%+43.1pp | 119.20%-73.1pp | -9.96%+56.1pp |
| Employer contribution / active EE | $15,350 | $2,977+415.6% | $4,628+231.7% | $2,111+627.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |