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 BANK2+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $37,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,406 | $65,061-53.3% | $143,757-78.8% | $66,914-54.6% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | -16.45% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,545 | $2,361+50.2% | $4,951-28.4% | $2,544+39.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $185 | $502-63.1% | $14,673-98.7% | $593-68.7% |