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 9-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 ADVISORS5+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC. Service code 27 · EIN 39-1828175 | Advisory (Plan) | $113,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,328 |
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 | $74,121 | $35,123+111.0% | $93,406-20.6% | $73,409+1.0% |
| Participation rate | 98.1% | 68.3%+29.8pp | 66.8%+31.2pp | 72.2%+25.9pp |
| Annual return | 11.43% | 18.89%-7.5pp | 78.05%-66.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $2,779 | $1,247+122.8% | $2,075+33.9% | $2,234+24.4% |
| Participant deferral / active EE | $4,398 | $2,249+95.5% | $3,126+40.7% | $3,805+15.6% |
| Admin fee / account holder | $118 | $108+8.8% | $5,230-97.8% | $158-25.5% |