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 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $7,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,660 | $80,724+50.7% | $103,333+17.7% | $74,495+63.3% |
| Participation rate | 87.1% | 65.7%+21.4pp | 74.5%+12.6pp | 67.2%+19.9pp |
| Annual return | 13.05% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,429 | $3,157+103.6% | $3,868+66.2% | $2,623+145.1% |
| Participant deferral / active EE | $8,686 | $3,860+125.0% | $5,057+71.7% | $4,346+99.9% |
| Admin fee / account holder | $41 | $2,368-98.3% | $8,355-99.5% | $1,942-97.9% |