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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,128 |
Filed as: FIDELITY INVESTMTS INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $27,171 |
SUEMORI & INOUYE, INC.3 years Filed as: SUEMORI AND INOUYE, INC. Service code 10 · EIN 99-0242337 | Accounting | $2,972 |
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 | $151,213 | $132,049+14.5% | $200,582-24.6% | $74,304+103.5% |
| Participation rate | 88.2% | 84.1%+4.2pp | 86.9%+1.4pp | 60.3%+27.9pp |
| Annual return | 17.66% | 22.22%-4.6pp | 42.33%-24.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,676 | $4,558-41.3% | $6,419-58.3% | $2,241+19.4% |
| Participant deferral / active EE | $7,396 | $7,213+2.5% | $9,331-20.7% | $3,767+96.3% |
| Admin fee / account holder | $342 | $2,405-85.8% | $16,305-97.9% | $2,969-88.5% |