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 SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $22,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,738 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,645 | $52,639-22.8% | $185,117-78.0% | $62,292-34.8% |
| Participation rate | 93.0% | 63.9%+29.1pp | 77.3%+15.7pp | 69.5%+23.5pp |
| Annual return | 18.18% | 19.57%-1.4pp | 40.50%-22.3pp | 28.90%-10.7pp |
| Employer contribution / active EE | $895 | $1,483-39.6% | $4,182-78.6% | $2,042-56.2% |
| Participant deferral / active EE | $6,033 | $3,097+94.8% | $5,045+19.6% | $3,169+90.4% |
| Admin fee / account holder | $14 | $374-96.2% | $8,159-99.8% | $479-97.0% |