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 ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $148,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,052 |
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 | $64,825 | $98,727-34.3% | $113,168-42.7% | $85,563-24.2% |
| Participation rate | 93.8% | 80.8%+13.0pp | 76.6%+17.3pp | 66.0%+27.9pp |
| Annual return | 10.59% | 17.43%-6.8pp | 24.27%-13.7pp | 31.51%-20.9pp |
| Employer contribution / active EE | $1,130 | $2,907-61.1% | $2,975-62.0% | $2,654-57.4% |
| Participant deferral / active EE | $5,336 | $5,424-1.6% | $5,107+4.5% | $4,375+22.0% |
| Admin fee / account holder | $196 | $357-45.1% | $12,068-98.4% | $834-76.5% |