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 BANK4 years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $47,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,230 | $71,883-19.0% | $86,677-32.8% | $68,494-15.0% |
| Participation rate | 89.4% | 72.2%+17.2pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -16.04% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,817 | $2,173-16.4% | $2,836-35.9% | $2,596-30.0% |
| Participant deferral / active EE | $4,360 | $3,779+15.4% | $4,656-6.3% | $4,027+8.3% |
| Admin fee / account holder | $440 | $6,112-92.8% | $7,493-94.1% | $5,403-91.9% |