Filed December 28, 1992
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 ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $34,999 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $219 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $836,186 | $83,477+901.7% | $125,175+568.0% | $72,985+1045.7% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 19.93% | 25.78%-5.8pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,471 | $2,345-37.3% | $3,865-61.9% | $2,440-39.7% |
| Participant deferral / active EE | $5,769 | $3,585+60.9% | $4,937+16.9% | $3,607+59.9% |
| Admin fee / account holder | $3,275 | $5,517-40.6% | $9,702-66.2% | $5,124-36.1% |