Filed December 22, 2003
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 Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $29,947 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,145 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Contract Administrator | $1,560 |
Filed as: EMPOWER RETIREMENT ADVISED ASSET GR Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182 |
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 | $59,850 | $98,982-39.5% | $162,163-63.1% | $65,185-8.2% |
| Participation rate | 99.0% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 28.25% | 24.84%+3.4pp | 115.59%-87.3pp | 29.38%-1.1pp |
| Employer contribution / active EE | $1,982 | $3,467-42.8% | $5,614-64.7% | $2,177-8.9% |
| Participant deferral / active EE | $5,134 | $5,384-4.7% | $7,298-29.7% | $3,514+46.1% |
| Admin fee / account holder | $317 | $596-46.9% | $10,843-97.1% | $847-62.6% |