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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,019 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALLAN BILLER AND ASS Service code 16 · EIN 94-2854958 | Consulting | $16,883 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,665 | $70,115+250.4% | $70,515+248.4% | $80,160+206.5% |
| Participation rate | 93.4% | 71.7%+21.7pp | 68.3%+25.0pp | 72.9%+20.4pp |
| Annual return | 20.92% | 134.51%-113.6pp | 32.77%-11.9pp | 40.38%-19.5pp |
| Employer contribution / active EE | $3,501 | $3,021+15.9% | $2,973+17.7% | $2,978+17.6% |
| Participant deferral / active EE | $11,593 | $4,495+157.9% | $4,567+153.8% | $5,017+131.1% |
| Admin fee / account holder | $100 | $112-10.7% | $6,412-98.4% | $145-30.8% |