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 BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $50,491 |
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 | $73,815 | $82,978-11.0% | $129,995-43.2% | $71,457+3.3% |
| Participation rate | 85.6% | 74.1%+11.6pp | 78.5%+7.1pp | 67.9%+17.7pp |
| Annual return | 18.77% | 20.60%-1.8pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $167 | $2,622-93.6% | $4,320-96.1% | $2,588-93.5% |
| Participant deferral / active EE | $6,414 | $4,432+44.7% | $5,820+10.2% | $4,289+49.5% |
| Admin fee / account holder | $252 | $1,729-85.4% | $10,614-97.6% | $1,587-84.1% |