See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODTRUST BANK2 years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $46,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,950 | $78,422-17.2% | $95,952-32.3% | $79,858-18.7% |
| Participation rate | 92.0% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.4pp |
| Annual return | 10.67% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,841 | $1,945-5.3% | $2,541-27.5% | $2,471-25.5% |
| Participant deferral / active EE | $4,488 | $3,440+30.5% | $4,167+7.7% | $3,740+20.0% |
| Admin fee / account holder | $414 | $5,622-92.6% | $6,795-93.9% | $5,306-92.2% |