Filed January 16, 2017
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,889 |
Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1828175 | Advisory (Plan) | $14,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,884 | $27,827+115.2% | $65,255-8.2% | $71,457-16.2% |
| Participation rate | 74.6% | 57.6%+17.0pp | 65.0%+9.6pp | 67.9%+6.6pp |
| Annual return | 18.56% | 41.58%-23.0pp | 47.35%-28.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,094 | $1,405-22.1% | $1,691-35.3% | $2,588-57.7% |
| Participant deferral / active EE | $4,161 | $1,861+123.5% | $2,831+47.0% | $4,289-3.0% |
| Admin fee / account holder | $263 | $3,850-93.2% | $4,112-93.6% | $1,587-83.4% |