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 BANK10+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $563,429 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,435 | $115,744-18.4% | $100,391-5.9% | $199,593-52.7% |
| Participation rate | 97.0% | 85.7%+11.4pp | 81.5%+15.6pp | 72.0%+25.1pp |
| Annual return | 14.02% | 17.79%-3.8pp | 49.20%-35.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $4,405 | $3,657+20.5% | $3,942+11.8% | $3,034+45.2% |
| Participant deferral / active EE | $9,479 | $9,844-3.7% | $8,082+17.3% | $5,087+86.4% |
| Admin fee / account holder | $245 | $93+163.6% | $7,899-96.9% | $269-8.9% |