See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT COUNSEL INC Service code 16 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Consulting | $140,135 |
Filed as: MCCREADY & KEENE(ONEAMERICA COMPANY Service code 13 7941 CASTLEWAY DROVE · INDIANAPOLIS, IN 46250 | Contract Administrator | $15,241 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,197 | $57,096+98.3% | $94,224+20.1% | $55,191+105.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | -5.95% | 159.65%-165.6pp | 10.68%-16.6pp | 10.78%-16.7pp |
| Employer contribution / active EE | $9,273 | $1,708+443.0% | $3,587+158.5% | $1,899+388.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $387 | $89+333.2% | $6,269-93.8% | $91+325.8% |