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 BANK1 year Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,719 | $63,442-32.7% | $68,791-37.9% | $66,914-36.2% |
| Participation rate | 36.8% | 60.0%-23.2pp | 69.0%-32.3pp | 69.8%-33.0pp |
| Annual return | -8.96% | -8.29%-0.7pp | -6.38%-2.6pp | 1.58%-10.5pp |
| Employer contribution / active EE | $816 | $1,775-54.0% | $2,655-69.3% | $2,544-67.9% |
| Participant deferral / active EE | $1,345 | $2,945-54.3% | $3,941-65.9% | $4,237-68.2% |
| Admin fee / account holder | $7 | $577-98.8% | $4,932-99.9% | $593-98.8% |