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 |
|---|---|---|
SUEMORI & INOUYE, INC.5 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 17 | Pension Consulting | $6,581 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,272 |
ALPHAPOINT, INC.4 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $5,000 |
SUEMORI & INOUYE, INC.5 years Filed as: SUEMORI & INOUYE, INC.DBA SI GROUP Service code 17 1299 S BERETANIA ST, SUITE 315 · HONOLULU, HI 96814 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,751 | $54,701+20.2% | $86,188-23.7% | $71,457-8.0% |
| Participation rate | 65.8% | 60.1%+5.6pp | 69.0%-3.2pp | 67.9%-2.2pp |
| Annual return | 16.37% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,273 | $1,265+0.6% | $2,380-46.5% | $2,588-50.8% |
| Participant deferral / active EE | $2,670 | $3,108-14.1% | $3,985-33.0% | $4,289-37.7% |
| Admin fee / account holder | $112 | $1,922-94.2% | $6,852-98.4% | $1,587-92.9% |