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 BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $57,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,160 | $96,484-13.8% | $156,263-46.8% | $74,304+11.9% |
| Participation rate | 95.8% | 67.7%+28.1pp | 78.9%+16.9pp | 60.3%+35.5pp |
| Annual return | 12.99% | 17.73%-4.7pp | 59.47%-46.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,750 | $2,528-30.8% | $4,333-59.6% | $2,241-21.9% |
| Participant deferral / active EE | $8,178 | $4,286+90.8% | $6,158+32.8% | $3,767+117.1% |
| Admin fee / account holder | $286 | $3,728-92.3% | $14,255-98.0% | $2,969-90.4% |