Filed August 7, 2012 (most recent of 2 filings on file)
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 BANK1 year Service code 21 · EIN 39-1141446 | Bank Trustee | $19,134 |
Employer contribution per participant 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 | $62,522 | $86,655-27.8% | $119,609-47.7% | $66,914-6.6% |
| Participation rate | 93.3% | 75.6%+17.7pp | 79.3%+14.0pp | 69.8%+23.5pp |
| Annual return | 2.16% | -8.00%+10.2pp | -14.97%+17.1pp | 1.58%+0.6pp |
| Employer contribution / active EE | $500 | $2,536-80.3% | $4,232-88.2% | $2,544-80.4% |
| Participant deferral / active EE | $3,261 | $4,358-25.2% | $5,602-41.8% | $4,237-23.0% |
| Admin fee / account holder | $90 | $755-88.0% | $10,323-99.1% | $593-84.8% |