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 SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $12,465 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,093 | $122,239-48.4% | $184,203-65.7% | $74,495-15.3% |
| Participation rate | 97.5% | 85.5%+12.1pp | 86.8%+10.7pp | 67.2%+30.3pp |
| Annual return | 14.64% | 19.95%-5.3pp | 28.81%-14.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,878 | $4,537-14.5% | $6,427-39.7% | $2,623+47.8% |
| Participant deferral / active EE | $5,335 | $7,139-25.3% | $9,131-41.6% | $4,346+22.8% |
| Admin fee / account holder | $51 | $1,260-95.9% | $13,901-99.6% | $1,942-97.4% |