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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.2+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $37,664 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $24,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,255 | $63,924-2.6% | $108,579-42.7% | $55,167+12.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 10.45% | 15.31%-4.9pp | -51.70%+62.1pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,732 | $1,879-7.8% | $3,758-53.9% | $1,963-11.7% |
| Participant deferral / active EE | $3,813 | $3,067+24.3% | $4,311-11.6% | $3,054+24.8% |
| Admin fee / account holder | $436 | $618-29.4% | $7,645-94.3% | $504-13.5% |