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 BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $34,763 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,323 | $59,535-30.6% | $90,160-54.2% | $62,292-33.7% |
| Participation rate | 94.4% | 73.0%+21.4pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 16.72% | 23.53%-6.8pp | 34.88%-18.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $561 | $1,826-69.2% | $3,318-83.1% | $2,042-72.5% |
| Participant deferral / active EE | $2,966 | $4,639-36.1% | $5,288-43.9% | $3,169-6.4% |
| Admin fee / account holder | $113 | $337-66.5% | $5,943-98.1% | $479-76.5% |