Filed November 17, 1992 (most recent of 2 filings on file)
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 LLC1 year Service code 99 · EIN 36-4729550 | Other Fees | $14,781 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,708 | $63,114-0.6% | $92,893-32.5% | $65,185-3.8% |
| Participation rate | 89.8% | 68.8%+21.0pp | 76.0%+13.8pp | 70.2%+19.6pp |
| Annual return | 24.89% | 28.75%-3.9pp | 109.41%-84.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $4,374 | $2,571+70.2% | $3,653+19.7% | $2,177+101.0% |
| Participant deferral / active EE | $5,756 | $3,108+85.2% | $4,236+35.9% | $3,514+63.8% |
| Admin fee / account holder | $144 | $624-76.9% | $5,794-97.5% | $847-83.0% |