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 BANK5+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $343,949 |
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 | $83,533 | $86,338-3.2% | $91,989-9.2% | $77,787+7.4% |
| Participation rate | 96.5% | 82.9%+13.5pp | 78.6%+17.8pp | 73.2%+23.3pp |
| Annual return | 25.02% | 29.65%-4.6pp | 69.02%-44.0pp | 32.57%-7.6pp |
| Employer contribution / active EE | $3,248 | $2,988+8.7% | $3,452-5.9% | $2,504+29.7% |
| Participant deferral / active EE | $6,831 | $6,908-1.1% | $5,923+15.3% | $3,967+72.2% |
| Admin fee / account holder | $252 | $79+217.3% | $7,743-96.7% | $100+151.6% |