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 BANK6 years Filed as: JOHNSON FINANCIAL GROUP Service code 21 · EIN 39-1141446 | Bank Trustee | $40,848 |
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 | $51,066 | $50,815+0.5% | $155,509-67.2% | $77,643-34.2% |
| Participation rate | 48.5% | 63.1%-14.6pp | 78.2%-29.7pp | 70.6%-22.1pp |
| Annual return | 13.52% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,555 | $1,993-22.0% | $4,672-66.7% | $2,726-43.0% |
| Participant deferral / active EE | $1,226 | $2,822-56.5% | $5,626-78.2% | $4,647-73.6% |
| Admin fee / account holder | $133 | $437-69.6% | $15,912-99.2% | $430-69.1% |