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 LLC8+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $33,431 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $13,252 |
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 | $74,987 | $49,451+51.6% | $79,550-5.7% | $66,914+12.1% |
| Participation rate | 74.1% | 61.3%+12.8pp | 69.5%+4.7pp | 69.8%+4.3pp |
| Annual return | -17.32% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,046 | $1,266-17.4% | $2,413-56.7% | $2,544-58.9% |
| Participant deferral / active EE | $5,692 | $3,159+80.2% | $3,985+42.8% | $4,237+34.4% |
| Admin fee / account holder | $503 | $595-15.4% | $6,832-92.6% | $593-15.2% |