Filed January 28, 1991
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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Filed as: SPECTRUM INVESTMENT ADVISOR Service code 27 6329 MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $22,563 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $520 |
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 | $41,371 | $65,703-37.0% | $94,224-56.1% | $59,632-30.6% |
| Participation rate | 90.1% | 72.1%+18.0pp | 78.8%+11.3pp | 68.7%+21.4pp |
| Annual return | -1.07% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,488 | $2,021+23.1% | $3,587-30.6% | $2,203+13.0% |
| Participant deferral / active EE | $2,745 | $3,143-12.7% | $4,320-36.5% | $3,192-14.0% |
| Admin fee / account holder | $185 | $4,264-95.7% | $6,269-97.1% | $4,297-95.7% |