Filed May 2, 2006 (most recent of 2 filings on file)
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: SPECTRUM INVESTMENT ADVISORS. Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $44,274 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,305 | $122,239-17.1% | $184,203-45.0% | $74,495+36.0% |
| Participation rate | 91.6% | 85.5%+6.1pp | 86.8%+4.8pp | 67.2%+24.4pp |
| Annual return | 26.85% | 19.95%+6.9pp | 28.81%-2.0pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $2,268 | $4,537-50.0% | $6,427-64.7% | $2,623-13.5% |
| Participant deferral / active EE | $5,382 | $7,139-24.6% | $9,131-41.1% | $4,346+23.8% |
| Admin fee / account holder | $443 | $1,260-64.9% | $13,901-96.8% | $1,942-77.2% |