Filed August 1, 2001
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 BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $0 |
Filed as: VOYA Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,369 | $73,638-49.3% | $95,952-61.1% | $73,488-49.2% |
| Participation rate | 63.9% | 76.2%-12.3pp | 77.1%-13.2pp | 70.7%-6.8pp |
| Annual return | 18.69% | 16.78%+1.9pp | 91.61%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,197 | $3,617-39.3% | $4,167-47.3% | $3,740-41.3% |
| Admin fee / account holder | $4 | $482-99.1% | $6,795-99.9% | $513-99.1% |