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 BANK6 years Filed as: WOODTRUST BANK, N.A. Service code 15 · EIN 39-0720440 | Recordkeeping | $51,318 |
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 | $69,834 | $86,929-19.7% | $102,423-31.8% | $80,856-13.6% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.1pp |
| Annual return | 10.62% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,089 | $2,369-11.8% | $3,023-30.9% | $2,755-24.2% |
| Participant deferral / active EE | $4,853 | $4,118+17.8% | $5,053-4.0% | $4,296+13.0% |
| Admin fee / account holder | $446 | $8,049-94.5% | $9,451-95.3% | $6,918-93.5% |