Filed June 17, 2025
Total covered: 2 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $46,790 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $36,888 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,473 | $72,607-45.6% | $90,749-56.5% | $66,914-41.0% |
| Participation rate | 98.3% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.5pp |
| Annual return | -16.57% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $968 | $2,369-59.1% | $2,921-66.9% | $2,544-62.0% |
| Participant deferral / active EE | $5,399 | $3,977+35.8% | $4,564+18.3% | $4,237+27.4% |
| Admin fee / account holder | $352 | $707-50.3% | $8,445-95.8% | $593-40.7% |