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 |
|---|---|---|
JULY BUSINESS SERVICES5 years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Contract Administrator | $99,285 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,786 | $43,466-61.4% | $90,951-81.5% | $90,288-81.4% |
| Participation rate | 82.4% | 62.5%+20.0pp | 69.0%+13.4pp | 73.4%+9.1pp |
| Annual return | 19.95% | 25.26%-5.3pp | 134.60%-114.6pp | 53.97%-34.0pp |
| Employer contribution / active EE | $513 | $840-39.0% | $2,122-75.8% | $2,524-79.7% |
| Participant deferral / active EE | $3,109 | $2,138+45.4% | $3,373-7.8% | $4,232-26.6% |
| Admin fee / account holder | $102 | $92+10.6% | $5,959-98.3% | $114-10.9% |