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 ADVISORS8 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $47,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,374 |
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 | $98,788 | $82,978+19.1% | $129,995-24.0% | $71,457+38.2% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 14.44% | 20.60%-6.2pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,990 | $2,622-24.1% | $4,320-53.9% | $2,588-23.1% |
| Participant deferral / active EE | $7,443 | $4,432+68.0% | $5,820+27.9% | $4,289+73.6% |
| Admin fee / account holder | $391 | $1,729-77.4% | $10,614-96.3% | $1,587-75.4% |