Filed February 17, 2000
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 BANK3+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $283,015 |
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 | $80,095 | $65,592+22.1% | $90,160-11.2% | $69,631+15.0% |
| Participation rate | 98.1% | 77.6%+20.5pp | 76.9%+21.2pp | 70.7%+27.4pp |
| Annual return | 19.59% | 57.10%-37.5pp | 34.88%-15.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,796 | $2,193+27.5% | $3,318-15.7% | $2,032+37.6% |
| Participant deferral / active EE | $6,172 | $5,257+17.4% | $5,288+16.7% | $3,224+91.5% |
| Admin fee / account holder | $248 | $86+189.3% | $5,943-95.8% | $110+124.4% |