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 CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $95,489 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $94,121 |
FAIRVIEW CAPITAL2+ years Service code 28 · EIN 94-3294876 | Investment Management | $69,030 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 | Investment Management | $58,176 |
BANK OF HAWAII2+ years Service code 21 · EIN 99-0040710 | Bank Trustee | $19,150 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 6.03% | 7.18%-1.2pp | 4.97%+1.1pp | 7.18%-1.2pp |
| Employer contribution / active EE | $3,382 | $13,095-74.2% | $29,721-88.6% | $13,095-74.2% |
| Participant deferral / active EE | $572 | $385+48.8% | $26+2060.1% | $385+48.8% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |