Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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 4-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+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $13,088 |
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 | $29,766 | $61,156-51.3% | $185,823-84.0% | $79,386-62.5% |
| Participation rate | 27.9% | 66.6%-38.8pp | 81.7%-53.8pp | 70.7%-42.8pp |
| Annual return | 14.66% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $969 | $2,789-65.2% | $5,568-82.6% | $4,046-76.0% |
| Admin fee / account holder | $158 | $710-77.8% | $16,237-99.0% | $626-74.8% |