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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $102,378 |
FAIRVIEW CAPITAL3+ years Service code 28 · EIN 94-3294876 | Investment Management | $73,935 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $70,707 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 | Investment Management | $60,444 |
BANK OF HAWAII3+ years Service code 21 · EIN 99-0040710 | Bank Trustee | $41,565 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 9.04% | 23.90%-14.9pp | 10.65%-1.6pp | 23.90%-14.9pp |
| Employer contribution / active EE | $6,786 | $16,539-59.0% | $30,880-78.0% | $16,539-59.0% |
| Participant deferral / active EE | $573 | $350+63.4% | $65+784.6% | $350+63.4% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |