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 LLC10+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $35,727 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $23,027 |
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 | $96,062 | $59,417+61.7% | $93,606+2.6% | $74,495+29.0% |
| Participation rate | 72.7% | 59.7%+13.1pp | 68.7%+4.0pp | 67.2%+5.5pp |
| Annual return | 11.45% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $964 | $1,264-23.7% | $2,420-60.2% | $2,623-63.3% |
| Participant deferral / active EE | $4,990 | $3,050+63.6% | $4,411+13.1% | $4,346+14.8% |
| Admin fee / account holder | $520 | $3,021-82.8% | $8,285-93.7% | $1,942-73.2% |