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 SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $24,615 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $22,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,140 | $70,908-33.5% | $98,907-52.3% | $73,488-35.9% |
| Participation rate | 66.2% | 73.8%-7.6pp | 76.0%-9.9pp | 70.7%-4.5pp |
| Annual return | 16.77% | 34.17%-17.4pp | 196.43%-179.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,654 | $2,036-18.8% | $2,689-38.5% | $2,270-27.1% |
| Participant deferral / active EE | $4,455 | $3,500+27.3% | $4,244+5.0% | $3,740+19.1% |
| Admin fee / account holder | $337 | $535-36.9% | $6,642-94.9% | $513-34.2% |