See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $24,527 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,742 |
THE HARTFORD3 years Filed as: INTERIM HEALTHCARE OF HARTFORD INC Service code 15 · EIN 06-1152103 | Recordkeeping | $9,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,080 | $52,953+2.1% | $172,739-68.7% | $65,185-17.0% |
| Participation rate | 48.2% | 66.2%-18.0pp | 82.6%-34.4pp | 70.2%-22.0pp |
| Annual return | 19.95% | 30.12%-10.2pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,129 | $2,471-13.8% | $5,198-59.0% | $3,514-39.4% |
| Admin fee / account holder | $317 | $472-32.8% | $13,954-97.7% | $847-62.6% |