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 |
|---|---|---|
BLACKSAND CAPITAL, LLC2 years Filed as: BLACKSAND CAPITAL Service code 28 1288 ALA MOANA BLVD · HONOLULU, HI 96814 | Investment Management | $218,842 |
GROUP PLAN ADMINISTRATORS8+ years Service code 13 · EIN 99-0187572 222 S VINEYARD STREET · HONOLULU, HI 96813 | Contract Administrator | $59,686 |
Filed as: TORKILDSON KATZ Service code 29 700 BISHOP ST, 15TH FLOOR · HONOLULU, HI 96813 | Legal | $59,473 |
HGK5 years Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · NEW JERSEY CITY, NJ 07310 | Investment Management | $40,966 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 300 N LAKE AVE · PASADENA, CA 91101 | Accounting | $19,791 |
HCA CONSULTING GROUP2 years Service code 27 1287 KALANI STREET · HONOLULU, HI 96817 | Advisory (Plan) | $17,234 |
MC GROUP HAWAII, INC.1 year Service code 10 PO BOX 62030 · HONOLULU, HI 96839 | Accounting | $14,660 |
CENTRAL PACIFIC BANK8+ years Service code 28 220 SOUTH KING STREET · HONOLULU, HI 96813 | Investment Management | $10,628 |
Service code 29 1100 ALAKEA ST 3100 · HONOLULU, HI 96813 | Legal | $9,208 |
BANK OF HAWAII8+ years Service code 28 PO BOX 3170 · HONOLULU, HI 96802 | Investment Management | $6,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,630 | $64,119-27.3% | $112,228-58.5% | $66,914-30.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -12.62% | -13.81%+1.2pp | 27.45%-40.1pp | 1.58%-14.2pp |
| Employer contribution / active EE | $7,067 | $3,005+135.1% | $3,635+94.4% | $2,544+177.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,922 | $625+207.5% | $6,410-70.0% | $593+224.0% |