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 |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS, INC Service code 13 · EIN 99-0329747 | Contract Administrator | $248,651 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $120,700 |
JAMES P HASSELMAN CPA LLC5+ years Filed as: JAMES P HASSELMAN, CPA, LLC Service code 10 · EIN 20-5496781 | Accounting | $34,283 |
DECARLO & SHANLEY5+ years Service code 29 · EIN 95-4022565 | Legal | $14,912 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $13,293 |
THE SEGAL COMPANY5+ years Service code 16 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Consulting | $12,328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,276 | $78,226-63.9% | $92,893-69.6% | $82,204-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 16.56% | 19.33%-2.8pp | 109.41%-92.9pp | 26.31%-9.7pp |
| Employer contribution / active EE | $1,974 | $3,911-49.5% | $3,653-46.0% | $2,707-27.1% |
| Participant deferral / active EE | $876 | $3,648-76.0% | $4,236-79.3% | $4,246-79.4% |
| Admin fee / account holder | $69 | $119-41.7% | $5,794-98.8% | $76-8.1% |