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 BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $69,499 |
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 | $70,712 | $88,083-19.7% | $164,813-57.1% | $74,495-5.1% |
| Participation rate | 92.6% | 73.0%+19.5pp | 78.6%+14.0pp | 67.2%+25.4pp |
| Annual return | 13.12% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $463 | $2,593-82.1% | $4,341-89.3% | $2,623-82.3% |
| Participant deferral / active EE | $7,269 | $4,498+61.6% | $6,031+20.5% | $4,346+67.3% |
| Admin fee / account holder | $286 | $2,234-87.2% | $12,690-97.7% | $1,942-85.3% |