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 |
|---|---|---|
PROSERVICE HAWAII4+ years Service code 35 · EIN 61-1582294 | Employee (plan sponsor); Direct payme... | $202,844 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $188,688 |
HICKS PENSION SERVICES3 years Filed as: HICKS PENSION GROUP Service code 15 · EIN 99-0178392 | Recordkeeping | $118,353 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $11,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $32,929-21.6% | $76,523-66.3% | $68,904-62.5% |
| Participation rate | 27.9% | 38.1%-10.3pp | 68.0%-40.1pp | 74.1%-46.3pp |
| Annual return | 6.44% | 7.15%-0.7pp | -0.27%+6.7pp | 1.07%+5.4pp |
| Employer contribution / active EE | $491 | $904-45.7% | $2,647-81.5% | $2,540-80.7% |
| Participant deferral / active EE | $1,126 | $1,310-14.1% | $3,835-70.7% | $4,015-72.0% |
| Admin fee / account holder | $118 | $93+26.4% | $4,848-97.6% | $71+65.1% |