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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,912 |
Filed as: FIDELITY INVESTMTS INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $23,371 |
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI AND INOUYE, INC. Service code 10 · EIN 99-0242337 | Accounting | $9,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,760 | $122,239+7.8% | $184,203-28.5% | $74,495+76.9% |
| Participation rate | 85.1% | 85.5%-0.4pp | 86.8%-1.8pp | 67.2%+17.9pp |
| Annual return | 13.34% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,405 | $4,537-47.0% | $6,427-62.6% | $2,623-8.3% |
| Participant deferral / active EE | $6,567 | $7,139-8.0% | $9,131-28.1% | $4,346+51.1% |
| Admin fee / account holder | $352 | $1,260-72.1% | $13,901-97.5% | $1,942-81.9% |