Filed October 19, 2004 (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 ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVS INC Service code 51 · EIN 39-1828175 | Investment Mgmt Fees | $16,820 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,515 | $109,359-31.9% | $162,163-54.0% | $72,985+2.1% |
| Participation rate | 97.6% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.1pp |
| Annual return | 14.77% | 25.46%-10.7pp | 115.59%-100.8pp | 81.00%-66.2pp |
| Employer contribution / active EE | $3,064 | $3,907-21.6% | $5,614-45.4% | $2,440+25.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $889 | $7,972-88.8% | $10,843-91.8% | $5,124-82.7% |