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 COMPANY3+ years Service code 14 · EIN 04-3452906 | Plan Administrator | $298,757 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $240,441 |
Service code 28 · EIN 13-2638166 | Investment Management | $34,545 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$859,829 |
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 | $243,203 | $2,226,388-89.1% | $91,001+167.3% | $177,276+37.2% |
| Participation rate | 96.1% | 85.1%+11.0pp | 75.6%+20.5pp | 74.8%+21.3pp |
| Annual return | 17.79% | 20.16%-2.4pp | 4.60%+13.2pp | 21.25%-3.5pp |
| Employer contribution / active EE | $5,832 | $4,139+40.9% | $2,456+137.5% | $2,479+135.2% |
| Participant deferral / active EE | $11,060 | $6,423+72.2% | $3,547+211.8% | $3,881+185.0% |
| Admin fee / account holder | -$58 | $1,921-103.0% | $5,417-101.1% | $154-137.6% |