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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $9,368 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,041 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,447 | $73,404-17.7% | $87,100-30.6% | $67,579-10.6% |
| Participation rate | 91.7% | 80.9%+10.9pp | 76.9%+14.9pp | 71.3%+20.4pp |
| Annual return | 25.41% | 48.29%-22.9pp | 28.19%-2.8pp | 378.56%-353.1pp |
| Employer contribution / active EE | $3,200 | $2,014+58.9% | $2,521+26.9% | $2,148+49.0% |
| Participant deferral / active EE | $2,523 | $3,913-35.5% | $4,049-37.7% | $3,539-28.7% |
| Admin fee / account holder | $41 | $142-70.9% | $7,497-99.4% | $142-71.0% |