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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.
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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.6 years Service code 17 · EIN 99-0242337 | Pension Consulting | $10,497 |
ALPHAPOINT, INC.3 years Filed as: ALPHA POINT, INC. Service code 27 · EIN 14-1884337 | Advisory (Plan) | $7,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,908 | $79,124-31.9% | $60,874-11.4% | $64,808-16.8% |
| Participation rate | 59.3% | 77.7%-18.4pp | 73.1%-13.8pp | 71.5%-12.2pp |
| Annual return | -14.56% | -7.13%-7.4pp | 16.90%-31.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $829 | $3,050-72.8% | $2,701-69.3% | $2,506-66.9% |
| Participant deferral / active EE | $2,312 | $3,725-37.9% | $3,817-39.4% | $4,310-46.4% |
| Admin fee / account holder | $35 | $106-67.1% | $3,224-98.9% | $188-81.5% |