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 |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 · EIN 39-1828175 | Advisory (Plan) | $31,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,980 | $24,733+174.9% | $69,647-2.4% | $74,495-8.7% |
| Participation rate | 91.0% | 63.5%+27.5pp | 66.5%+24.6pp | 67.2%+23.8pp |
| Annual return | 16.07% | 18.55%-2.5pp | 100.48%-84.4pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,162 | $1,001+16.2% | $1,712-32.1% | $2,623-55.7% |
| Participant deferral / active EE | $5,199 | $1,901+173.5% | $2,886+80.2% | $4,346+19.6% |
| Admin fee / account holder | $288 | $1,892-84.8% | $4,713-93.9% | $1,942-85.1% |