Filed March 15, 1999 (most recent of 3 filings on file)
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 Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $32,686 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,796 | $73,102-4.5% | $123,544-43.5% | $56,287+24.0% |
| Participation rate | 85.6% | 74.3%+11.3pp | 82.3%+3.3pp | 69.9%+15.7pp |
| Annual return | -3.69% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,849 | $5,423+26.3% | $6,426+6.6% | $3,350+104.5% |
| Admin fee / account holder | $435 | $554-21.5% | $9,284-95.3% | $521-16.6% |