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 | $33,260 |
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 | $38,292 | $61,156-37.4% | $185,823-79.4% | $79,386-51.8% |
| Participation rate | 75.9% | 66.6%+9.3pp | 81.7%-5.8pp | 70.7%+5.2pp |
| Annual return | 11.42% | 19.45%-8.0pp | 122.05%-110.6pp | 116.85%-105.4pp |
| Employer contribution / active EE | $3,294 | $2,321+42.0% | $5,167-36.3% | $2,427+35.7% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $182 | $710-74.4% | $16,237-98.9% | $626-71.0% |