Filed October 25, 1996
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 FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $54,711 |
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE, INC Service code 13 | Contract Administrator | $8,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,864 | $50,815+147.7% | $155,509-19.1% | $77,643+62.1% |
| Participation rate | 98.1% | 63.1%+35.0pp | 78.2%+19.9pp | 70.6%+27.6pp |
| Annual return | 14.73% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,830 | $1,993+42.0% | $4,672-39.4% | $2,726+3.8% |
| Participant deferral / active EE | $6,606 | $2,822+134.1% | $5,626+17.4% | $4,647+42.2% |
| Admin fee / account holder | $147 | $437-66.3% | $15,912-99.1% | $430-65.8% |