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 ADVISORS4+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $83,066 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,605 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,904 | $73,404-12.9% | $87,100-26.6% | $67,579-5.4% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.9%+19.2pp | 71.3%+24.8pp |
| Annual return | 6.73% | 48.29%-41.6pp | 28.19%-21.5pp | 378.56%-371.8pp |
| Employer contribution / active EE | $4,276 | $2,014+112.3% | $2,521+69.6% | $2,148+99.1% |
| Participant deferral / active EE | $4,415 | $3,913+12.8% | $4,049+9.1% | $3,539+24.7% |
| Admin fee / account holder | $240 | $142+69.6% | $7,497-96.8% | $142+68.8% |