Filed December 5, 2012 (most recent of 2 filings on file)
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 BANK5+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $41,468 |
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 | $43,364 | $89,355-51.5% | $141,162-69.3% | $72,985-40.6% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 20.74% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,095 | $5,418-24.4% | $6,709-39.0% | $3,607+13.5% |
| Admin fee / account holder | $329 | $5,958-94.5% | $10,261-96.8% | $5,124-93.6% |