Filed December 7, 1992
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 |
|---|---|---|
THE JOSEPH GROUP LLC7+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $18,754 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $17,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,216 | $59,263+26.9% | $96,562-22.1% | $79,386-5.3% |
| Participation rate | 72.4% | 61.9%+10.5pp | 69.8%+2.6pp | 70.7%+1.7pp |
| Annual return | 11.77% | 27.07%-15.3pp | 37.78%-26.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,026 | $1,216-15.6% | $2,356-56.5% | $2,427-57.7% |
| Participant deferral / active EE | $5,333 | $2,948+80.9% | $3,849+38.6% | $4,046+31.8% |
| Admin fee / account holder | $412 | $658-37.4% | $6,181-93.3% | $626-34.2% |