Filed June 17, 2025
Total covered: 2 employees
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 27 · EIN 41-0944586 | Advisory (Plan) | $16,316 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $15,342 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,729 | $58,083-52.3% | $80,019-65.3% | $56,287-50.7% |
| Participation rate | 76.6% | 73.6%+3.0pp | 75.8%+0.7pp | 69.9%+6.7pp |
| Annual return | -7.49% | 34.61%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,796 | $1,932-7.0% | $2,468-27.2% | $2,111-14.9% |
| Participant deferral / active EE | $4,771 | $3,135+52.2% | $3,686+29.4% | $3,350+42.4% |
| Admin fee / account holder | $247 | $623-60.3% | $6,521-96.2% | $521-52.5% |