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 BANK9+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $490,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,554 | $103,918-20.6% | $94,646-12.8% | $80,160+3.0% |
| Participation rate | 97.1% | 85.8%+11.3pp | 80.8%+16.3pp | 72.9%+24.2pp |
| Annual return | 21.16% | 27.77%-6.6pp | 156.71%-135.5pp | 40.38%-19.2pp |
| Employer contribution / active EE | $4,306 | $3,539+21.7% | $3,672+17.3% | $2,978+44.6% |
| Participant deferral / active EE | $9,200 | $9,528-3.4% | $7,418+24.0% | $5,017+83.4% |
| Admin fee / account holder | $214 | $96+122.0% | $7,231-97.0% | $145+47.7% |