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 BANK4 years Filed as: JOHNSON FINANCIAL GROUP Service code 21 · EIN 39-1141446 | Bank Trustee | $52,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,463 | $46,292-14.8% | $143,757-72.5% | $64,808-39.1% |
| Participation rate | 59.0% | 64.2%-5.2pp | 80.3%-21.3pp | 71.5%-12.5pp |
| Annual return | -17.53% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,341 | $1,910-29.8% | $4,951-72.9% | $2,506-46.5% |
| Participant deferral / active EE | $1,414 | $2,646-46.5% | $5,637-74.9% | $4,310-67.2% |
| Admin fee / account holder | $113 | $154-26.7% | $14,673-99.2% | $188-40.0% |