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 ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $8,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,948 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,490 | $79,171+8.0% | $102,423-16.5% | $74,495+14.8% |
| Participation rate | 87.6% | 74.8%+12.8pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 13.45% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,897 | $2,362-19.7% | $3,023-37.3% | $2,623-27.7% |
| Participant deferral / active EE | $6,389 | $4,415+44.7% | $5,053+26.4% | $4,346+47.0% |
| Admin fee / account holder | $51 | $2,001-97.4% | $9,451-99.5% | $1,942-97.4% |