Filed June 1, 2012 (most recent of 5 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 |
|---|---|---|
LYONDELL CHEMICAL COMPANY2+ years Service code 14 · EIN 04-3452906 | Plan Administrator | $281,371 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,835 |
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 Service code 37 · EIN 04-2647786 | Loan Processing | -$626,024 |
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 | $215,107 | $117,928+82.4% | $77,999+175.8% | $65,292+229.5% |
| Participation rate | 95.8% | 85.6%+10.2pp | 75.5%+20.2pp | 72.4%+23.3pp |
| Annual return | 8.38% | 11.37%-3.0pp | 425.96%-417.6pp | 11.84%-3.5pp |
| Employer contribution / active EE | $5,709 | $3,999+42.7% | $2,470+131.1% | $2,302+148.0% |
| Participant deferral / active EE | $10,389 | $5,945+74.7% | $3,497+197.1% | $3,579+190.3% |
| Admin fee / account holder | -$52 | $66-178.8% | $5,480-101.0% | $57-190.9% |