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 14 · EIN 99-0329747 | Plan Administrator | $308,090 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $147,449 |
DECARLO & SHANLEY3 years Filed as: SHANLEY A PROFESSIONAL CORP Service code 29 · EIN 95-4022565 | Legal | $37,969 |
THE SEGAL COMPANY9+ years Service code 27 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $29,543 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $12,270 |
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 | $33,120 | $74,831-55.7% | $96,683-65.7% | $103,482-68.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 12.96% | 16.15%-3.2pp | 35.69%-22.7pp | 33.11%-20.2pp |
| Employer contribution / active EE | $2,711 | $3,888-30.3% | $3,737-27.5% | $3,208-15.5% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $89 | $130-31.7% | $6,730-98.7% | $114-22.1% |