Filed April 18, 2000
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 ADVISORS3+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $68,321 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,675 |
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 | $74,220 | $65,118+14.0% | $76,768-3.3% | $55,725+33.2% |
| Participation rate | 98.3% | 79.6%+18.7pp | 77.0%+21.3pp | 70.9%+27.4pp |
| Annual return | 6.49% | -1.27%+7.8pp | 2.43%+4.1pp | 244.93%-238.4pp |
| Employer contribution / active EE | $4,819 | $1,941+148.3% | $2,485+93.9% | $2,078+131.9% |
| Participant deferral / active EE | $4,596 | $3,688+24.6% | $3,852+19.3% | $3,356+37.0% |
| Admin fee / account holder | $156 | $116+34.7% | $6,675-97.7% | $115+35.5% |