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 ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $15,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,986 |
VRAKAS S.C.2 years Filed as: VRAKAS/BLUM, S.C. Service code 10 445 SOUTH MOORLAND ROAD STE 400 · BROOKFIELD, WI 53005 | Accounting | $1,381 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 99 5525 GREEN BAY RD STE 200 · KENOSHA, WI 531443737 | Other Fees | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,816 | $125,758-54.8% | $169,993-66.6% | $75,163-24.4% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 20.75% | 27.20%-6.4pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,767 | $4,615-40.0% | $6,785-59.2% | $2,670+3.7% |
| Participant deferral / active EE | $6,945 | $6,837+1.6% | $10,408-33.3% | $4,125+68.4% |
| Admin fee / account holder | $215 | $8,173-97.4% | $12,815-98.3% | $5,651-96.2% |