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 |
|---|---|---|
FOSTER GROUP6+ years Service code 27 · EIN 42-1361385 | Advisory (Plan) | $134,318 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,209 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,785 |
STEELE CAPITAL MANAGEMENT, INC.6+ years Filed as: STEELE CAPITAL MANAGEMENT INC Service code 27 · EIN 42-1460565 | Advisory (Plan) | $10,683 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $4,189 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $207,971 | $52,293+297.7% | $178,490+16.5% | $73,409+183.3% |
| Participation rate | 95.7% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.5pp |
| Annual return | 5.98% | 34.75%-28.8pp | 151.07%-145.1pp | 59.29%-53.3pp |
| Employer contribution / active EE | $6,130 | $1,735+253.3% | $5,011+22.3% | $2,234+174.5% |
| Participant deferral / active EE | $9,874 | $2,332+323.4% | $5,202+89.8% | $3,805+159.5% |
| Admin fee / account holder | $372 | $127+192.0% | $13,984-97.3% | $158+135.6% |