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 ADVISORS7+ years Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $39,211 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $13,410 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,063 | $104,475-7.1% | $159,436-39.1% | $79,386+22.3% |
| Participation rate | 97.0% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.3pp |
| Annual return | 17.37% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $368 | $3,417-89.2% | $4,829-92.4% | $2,427-84.8% |
| Participant deferral / active EE | $6,742 | $6,467+4.2% | $7,352-8.3% | $4,046+66.7% |
| Admin fee / account holder | $418 | $711-41.2% | $10,799-96.1% | $626-33.2% |