Filed January 5, 2024 (most recent of 3 filings on file)
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 BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $24,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,072 | $49,138+28.4% | $84,015-24.9% | $65,185-3.2% |
| Participation rate | 46.5% | 60.7%-14.2pp | 69.0%-22.5pp | 70.2%-23.7pp |
| Annual return | 26.42% | 23.00%+3.4pp | 71.31%-44.9pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1,144 | $914+25.2% | $1,983-42.3% | $2,177-47.4% |
| Participant deferral / active EE | $1,769 | $2,397-26.2% | $3,239-45.4% | $3,514-49.7% |
| Admin fee / account holder | $297 | $543-45.3% | $6,101-95.1% | $847-64.9% |