Filed July 17, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
AON CONSULTING10+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $110,854 |
VERUS3 years Filed as: VERUS INVESTMENTS Service code 27 1001 LIBERTY AVE · PITTSBURGH, PA 15222 | Advisory (Plan) | $62,000 |
FIRST HAWAIIAN BANK2 years Service code 21 999 BISHOP ST. · HONOLULU, HI 96813 | Bank Trustee | $59,565 |
FAIRVIEW CAPITAL10+ years Service code 28 · EIN 94-3294876 | Investment Management | $40,161 |
PGIM INVESTMENTS2 years Service code 27 · EIN 22-3468527 | Advisory (Plan) | $29,186 |
KMH LLP2 years Service code 10 · EIN 42-1539623 | Accounting | $15,451 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $11,873 |
Filed as: LGIM Service code 28 · EIN 20-8058531 | Investment Management | $8,815 |
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.
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 3.37% | 8.76%-5.4pp | 148.21%-144.8pp | 8.76%-5.4pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $26,792-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |