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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $26,444 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $840 |
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 | $70,985 | $109,359-35.1% | $162,163-56.2% | $72,985-2.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.34% | 25.46%-8.1pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,986 | $3,907+27.6% | $5,614-11.2% | $2,440+104.4% |
| Participant deferral / active EE | $4,451 | $5,481-18.8% | $7,298-39.0% | $3,607+23.4% |
| Admin fee / account holder | $215 | $7,972-97.3% | $10,843-98.0% | $5,124-95.8% |