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 | $43,634 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $11,866 |
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 | $155,818 | $89,652+73.8% | $141,162+10.4% | $65,185+139.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.5%+0.9pp | 70.2%+13.1pp |
| Annual return | 22.90% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,330 | $3,065+8.7% | $4,735-29.7% | $2,177+53.0% |
| Participant deferral / active EE | $7,151 | $5,691+25.7% | $6,709+6.6% | $3,514+103.5% |
| Admin fee / account holder | $315 | $569-44.5% | $10,261-96.9% | $847-62.8% |