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 ADVISORS8+ years Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $47,568 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $14,311 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,375 | $174,896-52.3% | $125,339-33.5% | - |
| Participation rate | 98.0% | 70.4%+27.6pp | 82.4%+15.6pp | - |
| Annual return | -14.33% | -12.90%-1.4pp | 572.05%-586.4pp | - |
| Employer contribution / active EE | $421 | $3,570-88.2% | $4,814-91.3% | - |
| Participant deferral / active EE | $7,210 | $6,354+13.5% | $7,446-3.2% | - |
| Admin fee / account holder | $529 | $56,117-99.1% | $10,010-94.7% | - |