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 ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $46,109 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $88,186 | $86,655+1.8% | $119,609-26.3% | $66,914+31.8% |
| Participation rate | 97.1% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.3pp |
| Annual return | -15.07% | -8.00%-7.1pp | -14.97%-0.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,724 | $2,536-32.0% | $4,232-59.3% | $2,544-32.2% |
| Participant deferral / active EE | $6,805 | $4,358+56.1% | $5,602+21.5% | $4,237+60.6% |
| Admin fee / account holder | $436 | $755-42.2% | $10,323-95.8% | $593-26.5% |