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 ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $39,835 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,855 | $132,049+18.8% | $200,582-21.8% | $74,304+111.1% |
| Participation rate | 68.3% | 84.1%-15.7pp | 86.9%-18.6pp | 60.3%+8.0pp |
| Annual return | 13.88% | 22.22%-8.3pp | 42.33%-28.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,368 | $4,558-48.1% | $6,419-63.1% | $2,241+5.6% |
| Participant deferral / active EE | $3,721 | $7,213-48.4% | $9,331-60.1% | $3,767-1.2% |
| Admin fee / account holder | $590 | $2,405-75.5% | $16,305-96.4% | $2,969-80.1% |