Filed February 17, 2026 (most recent of 2 filings on file)
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 ADVISORS4+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $230,083 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,004 |
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 | $91,945 | $95,776-4.0% | $162,163-43.3% | $77,787+18.2% |
| Participation rate | 97.2% | 88.6%+8.5pp | 87.6%+9.6pp | 73.2%+24.0pp |
| Annual return | 20.12% | 37.03%-16.9pp | 115.59%-95.5pp | 32.57%-12.4pp |
| Employer contribution / active EE | $4,034 | $3,874+4.1% | $5,614-28.1% | $2,504+61.1% |
| Participant deferral / active EE | $6,538 | $6,125+6.7% | $7,298-10.4% | $3,967+64.8% |
| Admin fee / account holder | $166 | $88+89.8% | $10,843-98.5% | $100+66.3% |