See peer percentile detail with Solo.
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.3 years Service code 17 · EIN 99-0242337 | Pension Consulting | $9,948 |
ALPHAPOINT, INC.2 years Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,961 | $95,542-43.5% | $69,455-22.3% | $67,579-20.2% |
| Participation rate | 69.1% | 79.4%-10.2pp | 74.6%-5.5pp | 71.3%-2.2pp |
| Annual return | 23.85% | 17.67%+6.2pp | 28.97%-5.1pp | 378.56%-354.7pp |
| Employer contribution / active EE | $1,572 | $2,989-47.4% | $2,779-43.4% | $2,148-26.8% |
| Participant deferral / active EE | $4,733 | $3,263+45.0% | $3,535+33.9% | $3,539+33.7% |
| Admin fee / account holder | $33 | $90-63.6% | $3,839-99.1% | $142-77.0% |