Filed June 11, 1
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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $24,900 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,619 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,741 | $79,171-47.3% | $102,423-59.2% | $74,495-44.0% |
| Participation rate | 85.4% | 74.8%+10.6pp | 76.5%+9.0pp | 67.2%+18.2pp |
| Annual return | 9.77% | 54.93%-45.2pp | 29.32%-19.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $955 | $2,362-59.6% | $3,023-68.4% | $2,623-63.6% |
| Participant deferral / active EE | $3,280 | $4,415-25.7% | $5,053-35.1% | $4,346-24.5% |
| Admin fee / account holder | $163 | $2,001-91.8% | $9,451-98.3% | $1,942-91.6% |