Filed December 22, 2003
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 |
|---|---|---|
FOSTER GROUP6 years Filed as: FOSTER GROUP INC Service code 26 · EIN 42-1361385 | Advisory (Participants) | $291,364 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,515 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $55,509 |
STEELE CAPITAL MANAGEMENT, INC.10+ years Filed as: STEELE CAPITAL MANAGEMENT INC Service code 26 · EIN 42-1460565 | Advisory (Participants) | $45,663 |
IOWA WEALTH MANAGEMENT LLC6 years Service code 26 · EIN 27-1539233 | Advisory (Participants) | $26,680 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $21,041 |
FIVE TALENTS FINANCIAL4 years Service code 26 · EIN 84-4426304 | Advisory (Participants) | $14,937 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $13,600 |
LARSON FINANCIAL GROUP LLC4 years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $10,412 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $9,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,489 | $53,199+410.3% | $155,567+74.5% | $199,768+35.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 13.32% | 41.17%-27.9pp | 64.74%-51.4pp | 34.26%-20.9pp |
| Employer contribution / active EE | $9,022 | $1,852+387.1% | $4,674+93.0% | $3,037+197.1% |
| Participant deferral / active EE | $7,470 | $3,163+136.2% | $5,628+32.7% | $5,090+46.8% |
| Admin fee / account holder | $342 | $186+84.2% | $15,916-97.9% | $269+27.0% |