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 HAWAII1+ years Service code 28 · EIN 99-0033900 | Investment Management | $80,677 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 20-5644068 | Actuarial | $24,607 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
KKDLY LLC1+ years Service code 10 · EIN 99-0292355 | Accounting | $6,911 |
FIRST HAWAIIAN BANK1+ years Service code 18 · EIN 99-0034327 | Custodial (other than securities); Di... | $4,668 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -0.42% | 4.23%-4.7pp | 3.97%-4.4pp | 4.56%-5.0pp |
| Employer contribution / active EE | $19,697 | $16,147+22.0% | $28,168-30.1% | $15,526+26.9% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |