Filed October 5, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD STREET N · OAKDALE, MN 55128 | Other Commissions | $22,965 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,950 |
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 | $38,025 | $37,117+2.4% | $147,614-74.2% | $55,191-31.1% |
| Participation rate | 96.5% | 63.6%+32.9pp | 84.6%+11.9pp | 69.2%+27.4pp |
| Annual return | 2.80% | 3.44%-0.6pp | 61.98%-59.2pp | 10.78%-8.0pp |
| Employer contribution / active EE | $986 | $1,620-39.2% | $5,564-82.3% | $1,899-48.1% |
| Participant deferral / active EE | $3,503 | $1,985+76.4% | $4,895-28.4% | $3,046+15.0% |
| Admin fee / account holder | $8 | $86-90.2% | $11,611-99.9% | $91-90.8% |