Filed March 18, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $41,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,118 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,885 | $88,890+100.1% | $102,423+73.7% | $77,643+129.1% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 15.24% | 24.98%-9.7pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $9,014 | $2,698+234.1% | $3,023+198.1% | $2,726+230.7% |
| Participant deferral / active EE | $11,254 | $5,145+118.7% | $5,053+122.7% | $4,647+142.2% |
| Admin fee / account holder | $142 | $235-39.7% | $9,451-98.5% | $430-67.0% |