Filed October 9, 2018
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 |
|---|---|---|
WOODTRUST BANK11+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $123,898 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,309 | $85,515+154.1% | $112,040+94.0% | $67,986+219.6% |
| Participation rate | 70.0% | 68.2%+1.8pp | 76.5%-6.5pp | 57.2%+12.8pp |
| Annual return | 14.70% | 29.68%-15.0pp | 24.52%-9.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $2,072 | $2,191-5.4% | $2,954-29.9% | $2,019+2.6% |
| Participant deferral / active EE | $5,387 | $4,014+34.2% | $5,098+5.7% | $3,358+60.4% |
| Admin fee / account holder | $837 | $3,774-77.8% | $12,098-93.1% | $3,203-73.9% |