See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Recordkeeping and info... | $9,432 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $6,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,843 | $28,416-75.9% | $73,545-90.7% | $69,631-90.2% |
| Participation rate | 15.1% | 38.3%-23.3pp | 54.9%-39.8pp | 70.7%-55.6pp |
| Annual return | 19.18% | -694.13%+713.3pp | -15.16%+34.3pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $402 | $897-55.2% | $1,806-77.8% | $3,224-87.5% |
| Admin fee / account holder | $51 | $104-50.9% | $2,320-97.8% | $110-53.6% |