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 BANK8+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $437,306 |
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 | $64,495 | $87,621-26.4% | $86,436-25.4% | $77,904-17.2% |
| Participation rate | 96.7% | 85.8%+10.9pp | 80.3%+16.4pp | 73.7%+23.1pp |
| Annual return | -9.38% | -13.90%+4.5pp | 4394.89%-4404.3pp | 12.21%-21.6pp |
| Employer contribution / active EE | $3,721 | $3,474+7.1% | $3,769-1.3% | $2,848+30.7% |
| Participant deferral / active EE | $7,938 | $8,645-8.2% | $6,952+14.2% | $4,806+65.2% |
| Admin fee / account holder | $191 | $85+125.7% | $6,731-97.2% | $133+44.1% |