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 BANK2+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $66,858 |
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 | $102,060 | $60,165+69.6% | $74,183+37.6% | $55,167+85.0% |
| Participation rate | 85.8% | 74.2%+11.6pp | 76.6%+9.2pp | 69.0%+16.8pp |
| Annual return | 7.81% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,983 | $1,600+86.5% | $2,370+25.9% | $1,963+52.0% |
| Participant deferral / active EE | $3,290 | $2,973+10.7% | $3,550-7.3% | $3,054+7.7% |
| Admin fee / account holder | $426 | $419+1.6% | $5,586-92.4% | $504-15.5% |