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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.1 year Service code 17 · EIN 99-0242337 | Pension Consulting | $11,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,083 | $74,552-32.8% | $62,995-20.5% | $69,631-28.1% |
| Participation rate | 65.0% | 78.3%-13.2pp | 74.8%-9.8pp | 70.7%-5.6pp |
| Annual return | 19.23% | 15.77%+3.5pp | 87.57%-68.3pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,280 | $2,929-56.3% | $2,759-53.6% | $2,032-37.0% |
| Participant deferral / active EE | $4,431 | $2,974+49.0% | $3,329+33.1% | $3,224+37.5% |
| Admin fee / account holder | $26 | $59-56.3% | $3,600-99.3% | $110-76.5% |