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 BANK2 years Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $46,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,749 | $52,293+2.8% | $178,490-69.9% | $73,409-26.8% |
| Participation rate | 74.3% | 65.3%+8.9pp | 81.9%-7.6pp | 72.2%+2.1pp |
| Annual return | 16.40% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,313 | $1,735+33.3% | $5,011-53.8% | $2,234+3.6% |
| Participant deferral / active EE | $1,488 | $2,332-36.2% | $5,202-71.4% | $3,805-60.9% |
| Admin fee / account holder | $108 | $127-15.5% | $13,984-99.2% | $158-31.8% |