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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $100,609 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,960 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,379 | $40,522+63.8% | $84,611-21.5% | $67,579-1.8% |
| Participation rate | 98.0% | 51.1%+46.9pp | 68.2%+29.7pp | 71.3%+26.7pp |
| Annual return | 22.06% | 32.72%-10.7pp | 258.74%-236.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $4,835 | $1,146+321.9% | $2,652+82.3% | $2,148+125.1% |
| Participant deferral / active EE | $5,102 | $2,132+139.3% | $3,899+30.9% | $3,539+44.2% |
| Admin fee / account holder | $105 | $145-27.4% | $4,912-97.9% | $142-25.9% |