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 ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $35,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,181 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,125 | $70,908+13.0% | $98,907-19.0% | $73,488+9.0% |
| Participation rate | 96.4% | 73.8%+22.6pp | 76.0%+20.4pp | 70.7%+25.7pp |
| Annual return | 14.97% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,176 | $2,036+56.0% | $2,689+18.1% | $2,270+39.9% |
| Participant deferral / active EE | $4,250 | $3,500+21.4% | $4,244+0.1% | $3,740+13.7% |
| Admin fee / account holder | $284 | $535-46.8% | $6,642-95.7% | $513-44.6% |