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 LLC2 years Service code 99 · EIN 36-4729550 | Other Fees | $48,152 |
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 | $73,913 | $69,362+6.6% | $101,248-27.0% | $73,488+0.6% |
| Participation rate | 94.5% | 68.4%+26.1pp | 75.8%+18.7pp | 70.7%+23.8pp |
| Annual return | 22.21% | 18.46%+3.7pp | 46.47%-24.3pp | 28.51%-6.3pp |
| Employer contribution / active EE | $4,753 | $2,628+80.8% | $3,660+29.9% | $2,270+109.4% |
| Participant deferral / active EE | $6,258 | $3,300+89.7% | $4,370+43.2% | $3,740+67.4% |
| Admin fee / account holder | $14 | $704-98.0% | $5,945-99.8% | $513-97.2% |