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 |
|---|---|---|
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $75,905 |
GROUP PLAN ADMINISTRATORS1+ years Service code 10 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Accounting | $70,884 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $52,022 |
Filed as: LEMKE CHINEN & TANAKA CPA INC Service code 10 · EIN 99-0155373 210 WARD AVE SUITE 336 · HONOLULU, HI 96814 | Accounting | $26,702 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 1701 PENNSYLVANIA AVENUE · WASHINGTON, DC 20006 | Legal | $16,911 |
DANA INVESTMENT ADVISORS1+ years Service code 28 | Investment Management | $8,137 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 9440 SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $5,502 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | -5.73% | 3.93%-9.7pp | 4.74%-10.5pp | 4.16%-9.9pp |
| Employer contribution / active EE | $1,385 | $47,405-97.1% | $36,089-96.2% | $42,916-96.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |