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 ADVISORS4+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $37,300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,190 | $98,982+14.4% | $162,163-30.2% | $65,185+73.6% |
| Participation rate | 91.3% | 85.8%+5.5pp | 87.6%+3.7pp | 70.2%+21.1pp |
| Annual return | 15.56% | 24.84%-9.3pp | 115.59%-100.0pp | 29.38%-13.8pp |
| Employer contribution / active EE | $2,331 | $3,467-32.8% | $5,614-58.5% | $2,177+7.1% |
| Participant deferral / active EE | $3,723 | $5,384-30.8% | $7,298-49.0% | $3,514+6.0% |
| Admin fee / account holder | $493 | $596-17.4% | $10,843-95.5% | $847-41.8% |