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 | $47,158 |
FIRST HAWAIIAN BANK6+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $37,045 |
WEINBERG, ROGER & ROSENFELD6+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $25,080 |
JAMES P HASSELMAN CPA LLC6+ years Service code 10 · EIN 20-5496781 | Accounting | $15,801 |
C. M. BIDWELL & ASSOCIATES3 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $15,697 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
HONOLULU ACTUARIAL CONSULTANTS6+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $12,391 |
Filed as: STEPHEN HORN INSURANCE SVC Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $6,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,455 | $69,362-30.1% | $101,248-52.1% | $73,488-34.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 7.11% | 18.46%-11.4pp | 46.47%-39.4pp | 28.51%-21.4pp |
| Employer contribution / active EE | $4,672 | $2,628+77.7% | $3,660+27.7% | $2,270+105.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $515 | $704-26.7% | $5,945-91.3% | $513+0.5% |