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 ADVISORS6+ years Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $33,180 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,898 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,500 | $98,750-13.4% | $149,696-42.9% | $79,858+7.1% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 13.79% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $435 | $3,216-86.5% | $4,644-90.6% | $2,471-82.4% |
| Participant deferral / active EE | $6,833 | $5,680+20.3% | $6,842-0.1% | $3,740+82.7% |
| Admin fee / account holder | $377 | $6,053-93.8% | $9,309-96.0% | $5,306-92.9% |