See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $62,738 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,120 |
Filed as: SVA Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $12,550 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,925 | $89,808-7.7% | $100,391-17.4% | $77,643+6.8% |
| Participation rate | 98.4% | 81.2%+17.2pp | 81.5%+16.9pp | 70.6%+27.9pp |
| Annual return | 14.80% | 20.62%-5.8pp | 49.20%-34.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,232 | $3,039-26.6% | $3,942-43.4% | $2,726-18.1% |
| Participant deferral / active EE | $7,733 | $8,284-6.6% | $8,082-4.3% | $4,647+66.4% |
| Admin fee / account holder | $258 | $174+47.9% | $7,899-96.7% | $430-40.1% |