Filed June 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.2+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $31,641 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $25,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,457 | $22,291-8.2% | $69,182-70.4% | $63,975-68.0% |
| Participation rate | 22.6% | 35.3%-12.7pp | 55.1%-32.5pp | 71.1%-48.6pp |
| Annual return | 7.88% | 9.30%-1.4pp | -21.93%+29.8pp | 48.65%-40.8pp |
| Employer contribution / active EE | $13 | $325-95.9% | $1,206-98.9% | $2,182-99.4% |
| Participant deferral / active EE | $441 | $808-45.4% | $1,897-76.8% | $3,356-86.9% |
| Admin fee / account holder | $200 | $73+173.9% | $2,697-92.6% | $70+184.0% |