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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.
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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 SERVICES8 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $61,095 |
Filed as: LASALLE ST SECURITIES, LLC Service code 27 3304 SOUTH BROADWAY · TYLER, TX 75701 | Advisory (Plan) | $40,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,567 | $61,272+13.5% | $149,673-53.5% | $71,457-2.6% |
| Participation rate | 83.2% | 62.5%+20.7pp | 78.8%+4.5pp | 67.9%+15.3pp |
| Annual return | 15.25% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,390 | $2,378+0.5% | $4,818-50.4% | $2,588-7.6% |
| Participant deferral / active EE | $4,308 | $2,917+47.7% | $5,680-24.2% | $4,289+0.4% |
| Admin fee / account holder | $612 | $1,261-51.5% | $13,210-95.4% | $1,587-61.4% |