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 |
|---|---|---|
HAWAII BENEFIT ADMINISTRATORS, INC.10+ years Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $52,277 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $37,489 |
C. M. BIDWELL & ASSOCIATES7 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $25,257 |
JAMES P HASSELMAN CPA LLC10+ years Service code 10 · EIN 20-5496781 | Accounting | $17,141 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $14,293 |
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 | $7,955 |
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 | $61,936 | $80,724-23.3% | $103,333-40.1% | $74,495-16.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.19% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,344 | $3,157+69.3% | $3,868+38.2% | $2,623+103.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $565 | $2,368-76.1% | $8,355-93.2% | $1,942-70.9% |