See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,560 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,952 |
MUELLER & CO, LLP1 year Filed as: MUELLER & CO., LLP Service code 10 · EIN 36-2658780 | Accounting | $8,900 |
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 | $127,082 | $73,102+73.8% | $123,544+2.9% | $56,287+125.8% |
| Participation rate | 81.7% | 74.3%+7.4pp | 82.3%-0.6pp | 69.9%+11.8pp |
| Annual return | -6.32% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,362 | $2,977+12.9% | $4,628-27.4% | $2,111+59.2% |
| Participant deferral / active EE | $6,876 | $5,423+26.8% | $6,426+7.0% | $3,350+105.3% |
| Admin fee / account holder | $350 | $554-36.8% | $9,284-96.2% | $521-32.9% |