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 |
|---|---|---|
Filed as: WOODBURY FINANCIAL SERIVCES INC Service code 55 | Other Commissions | $31,276 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,255 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 PO BOX 64284 · SAINT PAUL, MN 55164 | Other Commissions | $0 |
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 | $46,757 | $46,173+1.3% | $170,442-72.6% | $69,631-32.8% |
| Participation rate | 95.4% | 63.9%+31.5pp | 83.6%+11.8pp | 70.7%+24.7pp |
| Annual return | 16.89% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,089 | $1,610-32.3% | $5,433-79.9% | $2,032-46.4% |
| Participant deferral / active EE | $3,793 | $2,080+82.4% | $4,939-23.2% | $3,224+17.7% |
| Admin fee / account holder | $8 | $116-93.3% | $13,880-99.9% | $110-92.9% |