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) | $19,270 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,481 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,470 | $185,342-70.6% | $111,297-51.1% | $86,799-37.2% |
| Participation rate | 92.4% | 81.0%+11.4pp | 77.3%+15.1pp | 72.3%+20.1pp |
| Annual return | 15.65% | 500.80%-485.1pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $3,319 | $2,246+47.8% | $2,731+21.5% | $2,405+38.0% |
| Participant deferral / active EE | $3,285 | $4,458-26.3% | $4,487-26.8% | $4,131-20.5% |
| Admin fee / account holder | $75 | $255-70.7% | $7,964-99.1% | $170-55.8% |