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 BANK6+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $363,915 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,568 | $102,389-6.7% | $100,516-4.9% | $90,288+5.8% |
| Participation rate | 96.7% | 84.0%+12.7pp | 79.4%+17.3pp | 73.4%+23.3pp |
| Annual return | 17.93% | 22.50%-4.6pp | 30.89%-13.0pp | 53.97%-36.0pp |
| Employer contribution / active EE | $905 | $3,056-70.4% | $3,418-73.5% | $2,524-64.1% |
| Participant deferral / active EE | $7,794 | $7,514+3.7% | $6,270+24.3% | $4,232+84.2% |
| Admin fee / account holder | $267 | $83+220.7% | $8,081-96.7% | $114+134.1% |