Filed May 16, 2019 (most recent of 2 filings on file)
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 3-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 SERVICES1 year Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Recordkeeping | $151,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,951 | $122,693-5.5% | $184,203-37.1% | $199,593-41.9% |
| Participation rate | 99.5% | 86.8%+12.7pp | 86.8%+12.6pp | 72.0%+27.5pp |
| Annual return | 14.07% | 143.91%-129.8pp | 28.81%-14.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $6,588 | $4,584+43.7% | $6,427+2.5% | $3,034+117.1% |
| Participant deferral / active EE | $7,868 | $7,990-1.5% | $9,131-13.8% | $5,087+54.7% |
| Admin fee / account holder | $55 | $121-54.2% | $13,901-99.6% | $269-79.5% |