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 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $13,282 |
GLOBAL WEALTH MANAGEMENT1 year Filed as: GLOBAL WEALTH ADVISORS, LLC Service code 26 200 EAST BIG BEAVER ROAD · TROY, MI 48083 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,727 | $58,926-69.9% | $97,226-81.8% | $74,495-76.2% |
| Participation rate | 99.2% | 63.5%+35.7pp | 72.7%+26.5pp | 67.2%+32.0pp |
| Annual return | 19.22% | 16.04%+3.2pp | 75.13%-55.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,908 | $1,894+53.5% | $2,729+6.6% | $2,623+10.9% |
| Participant deferral / active EE | $1,544 | $3,664-57.9% | $4,264-63.8% | $4,346-64.5% |
| Admin fee / account holder | $63 | $1,974-96.8% | $5,654-98.9% | $1,942-96.8% |