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 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,535 |
NEWPORT GROUP, INC.6 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Custodi... | $994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,339 | $49,915-51.2% | $154,803-84.3% | $74,304-67.2% |
| Participation rate | 68.8% | 54.0%+14.9pp | 78.1%-9.3pp | 60.3%+8.5pp |
| Annual return | 13.55% | 34.06%-20.5pp | 58.88%-45.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,468 | $1,611+53.2% | $4,305-42.7% | $2,241+10.1% |
| Participant deferral / active EE | $2,319 | $2,255+2.9% | $5,540-58.1% | $3,767-38.4% |
| Admin fee / account holder | $31 | $2,189-98.6% | $14,329-99.8% | $2,969-99.0% |