Filed March 18, 2025
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) | $62,988 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,959 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,632 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,923 | $185,342-6.2% | $111,297+56.3% | $86,799+100.4% |
| Participation rate | 96.9% | 81.0%+15.9pp | 77.3%+19.5pp | 72.3%+24.6pp |
| Annual return | 16.62% | 500.80%-484.2pp | 54.65%-38.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $6,960 | $2,246+209.9% | $2,731+154.8% | $2,405+189.4% |
| Participant deferral / active EE | $8,931 | $4,458+100.3% | $4,487+99.0% | $4,131+116.2% |
| Admin fee / account holder | $229 | $255-10.2% | $7,964-97.1% | $170+35.3% |