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 BANK5 years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $45,252 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,861 | $80,968-23.6% | $96,544-35.9% | $75,163-17.7% |
| Participation rate | 95.6% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.4pp |
| Annual return | 16.92% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,954 | $2,282-14.4% | $2,965-34.1% | $2,670-26.8% |
| Participant deferral / active EE | $4,180 | $3,928+6.4% | $4,851-13.8% | $4,125+1.3% |
| Admin fee / account holder | $390 | $6,724-94.2% | $8,252-95.3% | $5,651-93.1% |