See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.3+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $74,898 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $51,356 |
Filed as: LEMKE, CHINEN & TANAKA, C.P.A., INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD. BLDG. 2 STE 302 · HONOLULU, HI 96813 | Accounting | $20,010 |
FIRST HAWAIIAN BANK3+ years Service code 21 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Bank Trustee | $18,201 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $15,672 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, STE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $10,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,890 | $57,354+67.2% | $83,848+14.4% | $64,186+49.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 3.34% | 11.38%-8.0pp | 850.88%-847.5pp | 7.63%-4.3pp |
| Employer contribution / active EE | $6,801 | $2,545+167.2% | $3,631+87.3% | $2,381+185.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,893 | $4,046-53.2% | $5,478-65.4% | $4,888-61.3% |