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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $89,923 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $45,455 |
SEAY & WEISSINGER, LLC1 year Service code 15 · EIN 61-1663588 | Recordkeeping | $11,900 |
ADP BROKER-DEALER4+ 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 | $172,109 | $58,083+196.3% | $80,019+115.1% | $56,287+205.8% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.8%+16.8pp | 69.9%+22.7pp |
| Annual return | -2.56% | 34.61%-37.2pp | 11.22%-13.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $5,749 | $1,932+197.6% | $2,468+133.0% | $2,111+172.4% |
| Participant deferral / active EE | $7,124 | $3,135+127.3% | $3,686+93.3% | $3,350+112.7% |
| Admin fee / account holder | $472 | $623-24.1% | $6,521-92.8% | $521-9.4% |