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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.
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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 ADVISORS9+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $38,335 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,170 | $79,171-18.9% | $102,423-37.3% | $74,495-13.9% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 13.30% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,286 | $2,362-3.2% | $3,023-24.4% | $2,623-12.8% |
| Participant deferral / active EE | $7,038 | $4,415+59.4% | $5,053+39.3% | $4,346+61.9% |
| Admin fee / account holder | $335 | $2,001-83.3% | $9,451-96.5% | $1,942-82.7% |