Filed September 16, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 13 · EIN 74-2715820 | Contract Administrator | $13,602 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -9.44% | -13.84%+4.4pp | -2.63%-6.8pp | -5.25%-4.2pp |
| Employer contribution / active EE | $0 | $9,583-100.0% | $29,884-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $241 | $8+2900.0% | $8+2756.3% | $120+101.3% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |