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 |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.10+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $93,749 |
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $51,757 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD. BLDG. 2 STE 302 · HONOLULU, HI 96813 | Accounting | $26,455 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $19,930 |
FIRST HAWAIIAN BANK10+ years Service code 21 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Bank Trustee | $12,280 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, STE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $12,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,459 | $89,753+27.5% | $107,525+6.4% | $84,808+35.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 6.51% | 29.48%-23.0pp | 181.32%-174.8pp | 40.90%-34.4pp |
| Employer contribution / active EE | $7,607 | $3,113+144.3% | $3,754+102.7% | $2,631+189.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,923 | $7,222-73.4% | $8,919-78.4% | $7,344-73.8% |