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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $71,808 |
BANK OF HAWAII9+ years Service code 14 · EIN 99-0033900 | Plan Administrator | $52,815 |
CADES SCHUTTE LLP1 year Service code 29 · EIN 99-0055190 | Legal | $20,317 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 51-0492818 | Pension Consulting | $17,599 |
KMH LLP1 year Service code 10 · EIN 42-1539623 | Accounting | $13,445 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,669-100.0% | $202,297-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.8%-55.8pp |
| Annual return | 2.38% | 14.34%-12.0pp | 14.21%-11.8pp | 24.42%-22.0pp |
| Employer contribution / active EE | $0 | $33,857-100.0% | $29,446-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,079-100.0% |