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 BANK3+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $79,624 |
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 | $118,565 | $64,909+82.7% | $82,313+44.0% | $62,292+90.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 18.63% | 21.18%-2.6pp | 25.88%-7.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,704 | $1,676+1.7% | $2,428-29.8% | $2,042-16.5% |
| Participant deferral / active EE | $3,802 | $3,103+22.5% | $3,706+2.6% | $3,169+20.0% |
| Admin fee / account holder | $488 | $440+11.1% | $5,608-91.3% | $479+1.9% |