Filed February 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 500 BIELENBERG DR · WOODBURY, MN 55125 | Other Commissions | $16,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,319 |
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 | $33,557 | $50,898-34.1% | $171,082-80.4% | $55,167-39.2% |
| Participation rate | 93.8% | 63.3%+30.5pp | 76.7%+17.1pp | 69.0%+24.8pp |
| Annual return | 12.07% | 15.34%-3.3pp | 32.56%-20.5pp | 169.23%-157.2pp |
| Employer contribution / active EE | $922 | $1,433-35.7% | $4,002-77.0% | $1,963-53.0% |
| Participant deferral / active EE | $5,852 | $2,994+95.5% | $4,797+22.0% | $3,054+91.6% |
| Admin fee / account holder | $13 | $500-97.4% | $8,520-99.8% | $504-97.4% |