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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 49 · EIN 41-0944586 | Other Services | $13,762 |
Filed as: PRINCIPAL LIFE INSURNACE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,640 | $105,181-38.5% | $159,436-59.5% | $85,850-24.7% |
| Participation rate | 67.0% | 75.8%-8.7pp | 82.8%-15.8pp | 69.3%-2.3pp |
| Annual return | 18.20% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,012 | $5,945+18.0% | $7,352-4.6% | $3,952+77.4% |
| Admin fee / account holder | $114 | $6,933-98.4% | $10,799-98.9% | $6,260-98.2% |