Filed February 8, 2025 (most recent of 2 filings on file)
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 SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $1,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,530 | $130,194-58.1% | $169,993-67.9% | $71,457-23.7% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 16.06% | 20.37%-4.3pp | 53.37%-37.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,878 | $4,381-11.5% | $6,785-42.8% | $2,588+49.9% |
| Participant deferral / active EE | $5,557 | $6,923-19.7% | $10,408-46.6% | $4,289+29.6% |
| Admin fee / account holder | $6 | $966-99.4% | $12,815-100.0% | $1,587-99.6% |