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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.
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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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $221,543 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALLAN BILLER AND ASS Service code 16 · EIN 94-2854958 | Consulting | $12,563 |
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 | $285,602 | $94,876+201.0% | $82,389+246.7% | $102,872+177.6% |
| Participation rate | 93.6% | 70.6%+23.0pp | 69.5%+24.1pp | 73.0%+20.6pp |
| Annual return | 18.05% | 17.83%+0.2pp | 28.67%-10.6pp | 19.06%-1.0pp |
| Employer contribution / active EE | $4,164 | $3,789+9.9% | $2,517+65.4% | $3,526+18.1% |
| Participant deferral / active EE | $13,578 | $4,496+202.0% | $4,155+226.8% | $5,535+145.3% |
| Admin fee / account holder | $125 | $214-41.5% | $7,231-98.3% | $292-57.2% |