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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.
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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 BANK4 years Service code 21 · EIN 39-1141446 | Bank Trustee | $17,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,554 | $99,078-77.2% | $96,544-76.6% | $74,419-69.7% |
| Participation rate | 40.9% | 80.7%-39.7pp | 76.0%-35.0pp | 70.7%-29.8pp |
| Annual return | 22.10% | 22.48%-0.4pp | 25.84%-3.7pp | 34.38%-12.3pp |
| Employer contribution / active EE | $229 | $2,570-91.1% | $2,965-92.3% | $2,637-91.3% |
| Participant deferral / active EE | $2,584 | $4,933-47.6% | $4,851-46.7% | $4,528-42.9% |
| Admin fee / account holder | $110 | $225-51.0% | $8,252-98.7% | $348-68.4% |