Filed April 17, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 | Contract Administrator | $26,885 |
DUBUQUE BANK & TRUST COMPANY4 years Service code 15 · EIN 42-0223620 | Recordkeeping | $22,377 |
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 | $72,814 | $60,323+20.7% | $81,812-11.0% | $74,495-2.3% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 14.43% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,260 | $2,620+138.9% | $2,912+115.0% | $2,623+138.7% |
| Participant deferral / active EE | $5,884 | $3,387+73.7% | $4,319+36.3% | $4,346+35.4% |
| Admin fee / account holder | $360 | $1,486-75.8% | $7,386-95.1% | $1,942-81.5% |