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 Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $38,312 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,046 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 99 5525 GREEN BAY RD STE 200 · KENOSHA, WI 531443737 | Other Fees | $3,397 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,417 | $137,414-49.5% | $189,513-63.4% | $85,850-19.1% |
| Participation rate | 96.8% | 84.6%+12.2pp | 87.8%+9.0pp | 69.3%+27.5pp |
| Annual return | 12.66% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,434 | $4,344-44.0% | $6,162-60.5% | $2,565-5.1% |
| Participant deferral / active EE | $6,111 | $6,260-2.4% | $8,221-25.7% | $3,952+54.6% |
| Admin fee / account holder | $438 | $8,630-94.9% | $12,045-96.4% | $6,260-93.0% |