Filed November 9, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $34,774 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $111,672 | $94,529+18.1% | $140,016-20.2% | $64,186+74.0% |
| Participation rate | 96.7% | 84.1%+12.7pp | 87.5%+9.2pp | 69.6%+27.2pp |
| Annual return | -3.09% | 7.77%-10.9pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,332 | $3,812-38.8% | $5,606-58.4% | $2,381-2.1% |
| Participant deferral / active EE | $4,089 | $5,250-22.1% | $6,927-41.0% | $3,470+17.9% |
| Admin fee / account holder | $399 | $6,741-94.1% | $10,705-96.3% | $4,888-91.8% |