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 LLC9+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $32,496 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $11,874 |
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 | $92,177 | $54,701+68.5% | $86,188+6.9% | $71,457+29.0% |
| Participation rate | 70.7% | 60.1%+10.6pp | 69.0%+1.7pp | 67.9%+2.8pp |
| Annual return | 15.06% | 20.06%-5.0pp | 1168.45%-1153.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,009 | $1,265-20.2% | $2,380-57.6% | $2,588-61.0% |
| Participant deferral / active EE | $5,356 | $3,108+72.3% | $3,985+34.4% | $4,289+24.9% |
| Admin fee / account holder | $524 | $1,922-72.7% | $6,852-92.3% | $1,587-67.0% |