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 BANK4+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $320,054 |
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 | $71,183 | $71,106+0.1% | $83,333-14.6% | $75,289-5.5% |
| Participation rate | 97.2% | 82.0%+15.2pp | 77.8%+19.4pp | 72.4%+24.7pp |
| Annual return | -3.56% | -0.56%-3.0pp | 10.63%-14.2pp | -0.04%-3.5pp |
| Employer contribution / active EE | $3,015 | $2,436+23.8% | $3,379-10.8% | $2,405+25.4% |
| Participant deferral / active EE | $6,422 | $6,249+2.8% | $5,565+15.4% | $3,739+71.8% |
| Admin fee / account holder | $253 | $72+250.0% | $7,510-96.6% | $102+147.5% |