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 ADVISORS8+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $104,319 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,591 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,781 | $99,078-42.7% | $96,544-41.2% | $74,419-23.7% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.3pp |
| Annual return | 12.72% | 22.48%-9.8pp | 25.84%-13.1pp | 34.38%-21.7pp |
| Employer contribution / active EE | $6,885 | $2,570+167.9% | $2,965+132.2% | $2,637+161.0% |
| Participant deferral / active EE | $5,614 | $4,933+13.8% | $4,851+15.7% | $4,528+24.0% |
| Admin fee / account holder | $199 | $225-11.5% | $8,252-97.6% | $348-42.9% |