Filed November 9, 2017
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 SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $21,986 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $19,613 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $6,656 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,677 |
WOODBURY FINANCIAL SERVICES4+ years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164 | Other Commissions | $0 |
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 | $37,678 | $70,083-46.2% | $59,878-37.1% | $55,725-32.4% |
| Participation rate | 81.1% | 78.4%+2.8pp | 74.7%+6.4pp | 70.9%+10.3pp |
| Annual return | -3.65% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $906 | $2,878-68.5% | $2,722-66.7% | $2,078-56.4% |
| Participant deferral / active EE | $3,327 | $3,079+8.1% | $3,402-2.2% | $3,356-0.8% |
| Admin fee / account holder | $38 | $70-45.5% | $3,590-98.9% | $115-66.7% |