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 | $48,178 |
FIRST HAWAIIAN BANK7+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $37,465 |
C. M. BIDWELL & ASSOCIATES4 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $21,570 |
JAMES P HASSELMAN CPA LLC7+ years Service code 10 · EIN 20-5496781 | Accounting | $16,115 |
HONOLULU ACTUARIAL CONSULTANTS7+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $12,810 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
WEINBERG, ROGER & ROSENFELD7+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $8,516 |
Filed as: STEPHEN HORN INSURANCE SVC Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $6,039 |
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 | $55,537 | $77,660-28.5% | $109,143-49.1% | $79,386-30.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 10.99% | 23.44%-12.4pp | 25.75%-14.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $4,470 | $2,797+59.8% | $3,722+20.1% | $2,427+84.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $519 | $732-29.2% | $6,752-92.3% | $626-17.2% |