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 ADVISORS7+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $35,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,215 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 775967 · CHICAGO, IL 606775967 | Accounting | $2,575 |
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 | $116,452 | $110,094+5.8% | $151,611-23.2% | $68,494+70.0% |
| Participation rate | 91.5% | 84.0%+7.5pp | 87.5%+4.0pp | 67.9%+23.6pp |
| Annual return | -10.40% | -10.12%-0.3pp | 3.33%-13.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,067 | $4,471-31.4% | $6,166-50.3% | $2,596+18.1% |
| Participant deferral / active EE | $4,166 | $6,527-36.2% | $8,363-50.2% | $4,027+3.5% |
| Admin fee / account holder | $588 | $7,719-92.4% | $11,616-94.9% | $5,403-89.1% |