Filed November 5, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $32,030 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,558 |
COHNREZNICK LLP5+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $16,112 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC Service code 15 · EIN 06-1504963 | Recordkeeping | $11,330 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,800 | $63,114+40.7% | $92,893-4.4% | $65,185+36.2% |
| Participation rate | 96.5% | 68.8%+27.7pp | 76.0%+20.5pp | 70.2%+26.3pp |
| Annual return | 25.39% | 28.75%-3.4pp | 109.41%-84.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $15,075 | $2,571+486.5% | $3,653+312.7% | $2,177+592.6% |
| Participant deferral / active EE | $13,035 | $3,108+319.4% | $4,236+207.7% | $3,514+271.0% |
| Admin fee / account holder | $342 | $624-45.2% | $5,794-94.1% | $847-59.6% |