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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,320 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALLAN BILLER AND ASS Service code 16 · EIN 94-2854958 | Consulting | $17,078 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,091 | $81,357+224.6% | $75,972+247.6% | $199,593+32.3% |
| Participation rate | 92.5% | 69.9%+22.6pp | 69.1%+23.5pp | 72.0%+20.5pp |
| Annual return | 18.77% | 16.32%+2.5pp | 359.55%-340.8pp | 34.25%-15.5pp |
| Employer contribution / active EE | $3,831 | $3,341+14.7% | $2,685+42.7% | $3,034+26.2% |
| Participant deferral / active EE | $12,277 | $4,710+160.7% | $4,255+188.5% | $5,087+141.4% |
| Admin fee / account holder | $88 | $144-38.9% | $6,467-98.6% | $269-67.2% |