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 BANK3 years Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $51,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,260 | $56,485+1.4% | $185,823-69.2% | $86,799-34.0% |
| Participation rate | 60.5% | 65.5%-5.0pp | 81.7%-21.2pp | 72.3%-11.8pp |
| Annual return | 12.83% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.1pp |
| Employer contribution / active EE | $717 | $1,843-61.1% | $5,167-86.1% | $2,405-70.2% |
| Participant deferral / active EE | $1,508 | $2,553-41.0% | $5,568-72.9% | $4,131-63.5% |
| Admin fee / account holder | $135 | $150-9.5% | $16,237-99.2% | $170-20.1% |