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 ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $34,540 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,017 |
VRAKAS S.C.1 year Filed as: VRAKAS/BLUM, S.C. Service code 10 445 SOUTH MOORLAND ROAD STE 400 · BROOKFIELD, WI 53005 | Accounting | $9,075 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 99 5525 GREEN BAY RD STE 200 · KENOSHA, WI 531443737 | Other Fees | $1,500 |
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 | $50,286 | $110,094-54.3% | $151,611-66.8% | $68,494-26.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | -17.33% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,334 | $4,471-47.8% | $6,166-62.1% | $2,596-10.1% |
| Participant deferral / active EE | $5,935 | $6,527-9.1% | $8,363-29.0% | $4,027+47.4% |
| Admin fee / account holder | $453 | $7,719-94.1% | $11,616-96.1% | $5,403-91.6% |