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.3+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $44,418 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $25,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,064 | $71,192-25.5% | $117,854-55.0% | $62,292-14.8% |
| Participation rate | 98.9% | 74.2%+24.7pp | 79.7%+19.3pp | 69.5%+29.4pp |
| Annual return | 18.68% | 18.66%0pp | 335.08%-316.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,594 | $1,934-17.6% | $3,786-57.9% | $2,042-21.9% |
| Participant deferral / active EE | $3,347 | $3,189+5.0% | $4,482-25.3% | $3,169+5.6% |
| Admin fee / account holder | $351 | $587-40.3% | $8,020-95.6% | $479-26.9% |