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: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $147,626 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $44,622 |
Filed as: HAWAII BENEFIT ADMINISTRATORS, INC Service code 14 · EIN 99-0329747 | Plan Administrator | $27,007 |
THE SEGAL COMPANY7+ years Service code 27 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $24,389 |
DECARLO & SHANLEY1 year Filed as: SHANLEY A PROFESSIONAL CORP Service code 29 · EIN 95-4022565 | Legal | $16,446 |
FIRST HAWAIIAN BANK7+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $0 |
Participant 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 | $33,362 | $80,412-58.5% | $109,143-69.4% | $101,517-67.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.6%+25.4pp |
| Annual return | 10.96% | 16.17%-5.2pp | 25.75%-14.8pp | 21.00%-10.0pp |
| Employer contribution / active EE | $1,858 | $3,731-50.2% | $3,722-50.1% | $2,973-37.5% |
| Participant deferral / active EE | $845 | $3,396-75.1% | $4,653-81.8% | $4,873-82.7% |
| Admin fee / account holder | $54 | $135-59.6% | $6,752-99.2% | $139-60.9% |