Filed January 7, 2008
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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $56,147 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,402 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,035 | $105,181+151.0% | $159,436+65.6% | $85,850+207.6% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.8%+15.6pp | 69.3%+29.1pp |
| Annual return | 14.61% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,861 | $3,318+106.8% | $4,829+42.1% | $2,565+167.5% |
| Participant deferral / active EE | $10,897 | $5,945+83.3% | $7,352+48.2% | $3,952+175.8% |
| Admin fee / account holder | $570 | $6,933-91.8% | $10,799-94.7% | $6,260-90.9% |