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 |
|---|---|---|
BANK OF HAWAII7+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $61,247 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $39,600 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $20,105 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 51-0492818 | Pension Consulting | $16,108 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $161,924-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 8.4%-8.4pp |
| Annual return | 5.84% | 9.26%-3.4pp | 10.41%-4.6pp | 18.34%-12.5pp |
| Employer contribution / active EE | $0 | $10,913-100.0% | $31,248-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1,130-100.0% | $9,141-100.0% |