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 |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $41,924 |
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $26,920 |
JAMES P HASSELMAN CPA LLC3+ years Service code 10 · EIN 20-5496781 | Accounting | $14,953 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $11,283 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $8,344 |
WEINBERG, ROGER & ROSENFELD3+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $6,691 |
ACW INSURANCE GROUP3+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $5,957 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 51 733 BISHOP STREET, SUITE 2800 · HONOLULU, HI 96813 | Investment Mgmt Fees | $5,758 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Advisory (Plan) | $3,121 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,726-100.0% | $92,233-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 8.32% | 43.62%-35.3pp | 176.28%-168.0pp | 28.90%-20.6pp |
| Employer contribution / active EE | $4,560 | $2,392+90.7% | $3,679+23.9% | $2,042+123.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |