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 |
|---|---|---|
WOODTRUST BANK6+ years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $36,247 |
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 | $32,523 | $66,124-50.8% | $90,404-64.0% | $73,488-55.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 11.41% | 17.65%-6.2pp | 1293.02%-1281.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,011 | $2,346-56.9% | $3,262-69.0% | $2,270-55.5% |
| Participant deferral / active EE | $1,622 | $3,039-46.6% | $3,963-59.1% | $3,740-56.6% |
| Admin fee / account holder | $198 | $396-50.0% | $5,611-96.5% | $513-61.4% |