See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $18,679 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,699 | $48,076-34.1% | $78,689-59.7% | $62,891-49.6% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 5.94% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,714 | $2,015+34.7% | $2,851-4.8% | $2,281+19.0% |
| Participant deferral / active EE | $2,835 | $2,588+9.5% | $3,517-19.4% | $3,203-11.5% |
| Admin fee / account holder | $222 | $3,207-93.1% | $4,510-95.1% | $4,296-94.8% |