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 TRUST5+ years Filed as: WILMINGTON TRUST, NA Service code 21 · EIN 23-3060382 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,629 | $89,652+87.0% | $141,162+18.7% | $65,185+157.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -12.84% | 32.79%-45.6pp | 71.39%-84.2pp | 29.38%-42.2pp |
| Employer contribution / active EE | $10,678 | $3,065+248.4% | $4,735+125.5% | $2,177+390.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $569-99.8% | $10,261-100.0% | $847-99.9% |