Filed December 29, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: FIDELITY INVESTMTS INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $20,842 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,508 |
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI AND INOUYE, INC. Service code 10 · EIN 99-0242337 | Accounting | $6,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,546 | $130,194-5.9% | $169,993-27.9% | $71,457+71.5% |
| Participation rate | 86.2% | 86.1%+0.1pp | 87.0%-0.8pp | 67.9%+18.3pp |
| Annual return | 17.72% | 20.37%-2.6pp | 53.37%-35.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,431 | $4,381-44.5% | $6,785-64.2% | $2,588-6.0% |
| Participant deferral / active EE | $6,417 | $6,923-7.3% | $10,408-38.3% | $4,289+49.6% |
| Admin fee / account holder | $299 | $966-69.1% | $12,815-97.7% | $1,587-81.2% |