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.11+ years Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $54,630 |
FIRST HAWAIIAN BANK11+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $40,395 |
C. M. BIDWELL & ASSOCIATES8 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $29,956 |
JAMES P HASSELMAN CPA LLC11+ years Service code 10 · EIN 20-5496781 | Accounting | $17,424 |
HONOLULU ACTUARIAL CONSULTANTS11+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $14,983 |
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 | $8,542 |
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 | $68,034 | $86,944-21.7% | $107,525-36.7% | $74,304-8.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 11.22% | 23.52%-12.3pp | 181.32%-170.1pp | 29.43%-18.2pp |
| Employer contribution / active EE | $5,930 | $2,757+115.1% | $3,754+58.0% | $2,241+164.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $588 | $3,727-84.2% | $8,919-93.4% | $2,969-80.2% |