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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,570 |
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $1,604 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 99 5117 GREEN BAY RD STE B · KENOSHA, WI 53144 | Other Fees | -$1,320 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,029 | $132,049-34.9% | $200,582-57.1% | $74,304+15.8% |
| Participation rate | 96.1% | 84.1%+12.1pp | 86.9%+9.2pp | 60.3%+35.8pp |
| Annual return | 18.04% | 22.22%-4.2pp | 42.33%-24.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,572 | $4,558-43.6% | $6,419-59.9% | $2,241+14.8% |
| Participant deferral / active EE | $5,953 | $7,213-17.5% | $9,331-36.2% | $3,767+58.0% |
| Admin fee / account holder | $173 | $2,405-92.8% | $16,305-98.9% | $2,969-94.2% |