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 |
|---|---|---|
JOHNSON BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $27,725 |
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 | $69,392 | $89,436-22.4% | $164,813-57.9% | $77,643-10.6% |
| Participation rate | 99.7% | 78.6%+21.0pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 16.80% | 28.83%-12.0pp | 69.93%-53.1pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,759 | $2,569+7.4% | $4,341-36.4% | $2,726+1.2% |
| Participant deferral / active EE | $8,332 | $4,897+70.1% | $6,031+38.1% | $4,647+79.3% |
| Admin fee / account holder | $80 | $339-76.5% | $12,690-99.4% | $430-81.4% |