Filed October 25, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BANK OF HAWAII1+ years Service code 25 · EIN 99-0033900 | Directed Trustee | $38,523 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,509 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,236 | $46,360+118.4% | $147,614-31.4% | $52,331+93.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.43% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,133 | $2,126+0.3% | $5,564-61.7% | $1,882+13.3% |
| Participant deferral / active EE | $4,202 | $2,258+86.1% | $4,895-14.2% | $3,022+39.1% |
| Admin fee / account holder | $235 | $766-69.3% | $11,611-98.0% | $592-60.2% |