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 ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $47,529 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $769 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $96,915 | $99,985-3.1% | $146,665-33.9% | $85,850+12.9% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.6pp |
| Annual return | 14.09% | 18.93%-4.8pp | 22.74%-8.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,650 | $2,559-35.5% | $4,136-60.1% | $2,565-35.7% |
| Participant deferral / active EE | $6,567 | $4,006+63.9% | $5,506+19.3% | $3,952+66.2% |
| Admin fee / account holder | $409 | $7,702-94.7% | $10,280-96.0% | $6,260-93.5% |