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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,144 |
Filed as: STEELE CAPITAL MANAGEMENT INC Service code 27 · EIN 42-1460565 | Advisory (Plan) | $18,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,046 | $55,453+397.8% | $170,442+62.0% | $62,292+343.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.63% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $8,558 | $2,164+295.5% | $5,433+57.5% | $2,042+319.0% |
| Participant deferral / active EE | $5,360 | $2,303+132.7% | $4,939+8.5% | $3,169+69.1% |
| Admin fee / account holder | $589 | $455+29.5% | $13,880-95.8% | $479+23.0% |