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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.
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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 |
|---|---|---|
WOODTRUST BANK3 years Service code 15 · EIN 39-0720440 | Recordkeeping | $30,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,885 | $48,265+26.1% | $68,791-11.5% | $68,494-11.1% |
| Participation rate | 70.7% | 60.7%+10.0pp | 69.0%+1.6pp | 67.9%+2.8pp |
| Annual return | -17.94% | -12.71%-5.2pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $982 | $1,829-46.3% | $2,655-63.0% | $2,596-62.2% |
| Participant deferral / active EE | $3,190 | $2,867+11.3% | $3,941-19.1% | $4,027-20.8% |
| Admin fee / account holder | $402 | $4,355-90.8% | $4,932-91.8% | $5,403-92.6% |