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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,573 |
SPECTRUM INVESTMENT ADVISORS6+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $95,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,974 | $185,342-66.6% | $111,297-44.3% | $86,799-28.6% |
| Participation rate | 93.2% | 81.0%+12.3pp | 77.3%+15.9pp | 72.3%+21.0pp |
| Annual return | 21.42% | 500.80%-479.4pp | 54.65%-33.2pp | 97.91%-76.5pp |
| Employer contribution / active EE | $3,690 | $2,246+64.3% | $2,731+35.1% | $2,405+53.4% |
| Participant deferral / active EE | $3,873 | $4,458-13.1% | $4,487-13.7% | $4,131-6.2% |
| Admin fee / account holder | $257 | $255+0.6% | $7,964-96.8% | $170+51.6% |