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 BANK11+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $621,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,317 | $131,153-9.8% | $101,326+16.8% | $102,872+15.0% |
| Participation rate | 97.0% | 80.8%+16.2pp | 81.5%+15.5pp | 73.0%+24.0pp |
| Annual return | 17.13% | 23.05%-5.9pp | 36.82%-19.7pp | 19.06%-1.9pp |
| Employer contribution / active EE | $5,015 | $3,900+28.6% | $3,665+36.8% | $3,526+42.2% |
| Participant deferral / active EE | $11,307 | $10,801+4.7% | $7,994+41.5% | $5,535+104.3% |
| Admin fee / account holder | $292 | $140+109.1% | $11,185-97.4% | $292-0.2% |