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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.
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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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $97,531 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $2,775 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,723 | $56,629+247.4% | $77,999+152.2% | $55,167+256.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.5%+22.0pp | 69.0%+28.6pp |
| Annual return | 6.34% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,561 | $1,723+280.8% | $2,470+165.6% | $1,963+234.3% |
| Participant deferral / active EE | $7,331 | $2,777+164.0% | $3,497+109.6% | $3,054+140.0% |
| Admin fee / account holder | $356 | $467-23.8% | $5,480-93.5% | $504-29.4% |