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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $29,195 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,130 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5525 GREEN BAY RD STE 200 · KENOSHA, WI 531443737 | Contract Administrator | $5,316 |
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 | $66,593 | $136,307-51.1% | $177,821-62.6% | $73,488-9.4% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.3pp | 70.7%+27.4pp |
| Annual return | 16.40% | 18.68%-2.3pp | 48.32%-31.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,251 | $3,712-39.3% | $5,918-62.0% | $2,270-0.8% |
| Participant deferral / active EE | $5,613 | $5,829-3.7% | $7,714-27.2% | $3,740+50.1% |
| Admin fee / account holder | $368 | $596-38.3% | $12,427-97.0% | $513-28.3% |