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 | $49,141 |
FIRST HAWAIIAN BANK8+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $35,180 |
C. M. BIDWELL & ASSOCIATES5 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $22,078 |
JAMES P HASSELMAN CPA LLC8+ years Service code 10 · EIN 20-5496781 | Accounting | $16,455 |
HONOLULU ACTUARIAL CONSULTANTS8+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $13,229 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
Filed as: STEPHEN HORN INSURANCE SVC Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $7,147 |
WEINBERG, ROGER & ROSENFELD8+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $6,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,973 | $64,119-20.5% | $112,228-54.6% | $66,914-23.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.91% | -13.81%+3.9pp | 27.45%-37.4pp | 1.58%-11.5pp |
| Employer contribution / active EE | $5,380 | $3,005+79.0% | $3,635+48.0% | $2,544+111.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $527 | $625-15.7% | $6,410-91.8% | $593-11.2% |