Filed August 7, 2012
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 |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $31,283 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,331 |
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 | $50,007 | $62,928-20.5% | $172,739-71.1% | $67,579-26.0% |
| Participation rate | 78.1% | 64.5%+13.6pp | 82.6%-4.6pp | 71.3%+6.8pp |
| Annual return | 227.61% | 30.36%+197.3pp | 802.84%-575.2pp | 378.56%-150.9pp |
| Employer contribution / active EE | $835 | $1,636-49.0% | $5,143-83.8% | $2,148-61.1% |
| Participant deferral / active EE | $1,662 | $2,145-22.5% | $5,198-68.0% | $3,539-53.0% |
| Admin fee / account holder | $88 | $167-47.4% | $13,954-99.4% | $142-38.4% |