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 BANK9+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $43,041 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,637 | $91,407-41.3% | $135,903-60.5% | $71,457-24.9% |
| Participation rate | 76.6% | 75.7%+1.0pp | 81.9%-5.3pp | 67.9%+8.7pp |
| Annual return | 18.96% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,804 | $7,092-60.5% | $7,758-63.9% | $4,289-34.6% |
| Admin fee / account holder | $384 | $1,266-69.6% | $10,762-96.4% | $1,587-75.8% |