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, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $50,455 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $24,149 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,694 | $63,114-2.2% | $92,893-33.6% | $65,185-5.4% |
| Participation rate | 96.3% | 68.8%+27.5pp | 76.0%+20.3pp | 70.2%+26.1pp |
| Annual return | 20.90% | 28.75%-7.9pp | 109.41%-88.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,739 | $2,571+6.5% | $3,653-25.0% | $2,177+25.8% |
| Participant deferral / active EE | $5,181 | $3,108+66.7% | $4,236+22.3% | $3,514+47.5% |
| Admin fee / account holder | $345 | $624-44.6% | $5,794-94.0% | $847-59.2% |