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 ADVISORS6+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $43,370 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,451 | $137,4140% | $189,513-27.5% | $85,850+60.1% |
| Participation rate | 96.8% | 84.6%+12.2pp | 87.8%+9.0pp | 69.3%+27.5pp |
| Annual return | 13.22% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,222 | $4,344-25.8% | $6,162-47.7% | $2,565+25.6% |
| Participant deferral / active EE | $3,984 | $6,260-36.3% | $8,221-51.5% | $3,952+0.8% |
| Admin fee / account holder | $567 | $8,630-93.4% | $12,045-95.3% | $6,260-90.9% |