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 BANK8+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $42,248 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,258 | $84,487-46.4% | $125,339-63.9% | $66,914-32.4% |
| Participation rate | 82.2% | 76.4%+5.8pp | 82.4%-0.2pp | 69.8%+12.4pp |
| Annual return | -18.55% | -8.39%-10.2pp | 572.05%-590.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,706 | $6,781-60.1% | $7,446-63.7% | $4,237-36.1% |
| Admin fee / account holder | $381 | $685-44.4% | $10,010-96.2% | $593-35.8% |