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 |
|---|---|---|
GROUP PLAN ADMINISTRATORS9+ years Service code 13 222 S VINEYARD STREET · HONOLULU, HI 96813 | Contract Administrator | $69,097 |
HGK6 years Service code 19 525 WASHINGTON BLVD · NEW JERSEY CITY, NJ 07310 | Securities Custodian | $39,776 |
Service code 29 1100 ALAKEA ST 3100 · HONOLULU, HI 96813 | Legal | $18,150 |
CKW FINANCIAL GROUP1 year Filed as: CKW FINANCIAL Service code 19 1003 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $16,011 |
MC GROUP HAWAII, INC.2 years Service code 10 PO BOX 62030 · HONOLULU, HI 96839 | Accounting | $15,288 |
CENTRAL PACIFIC BANK9+ years Service code 19 220 SOUTH KING STREET · HONOLULU, HI 96813 | Securities Custodian | $14,846 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Actuarial | $13,071 |
BLACKSAND CAPITAL, LLC3 years Filed as: BLACKSAND CAPITAL Service code 19 1288 ALA MOANA BLVD · HONOLULU, HI 96814 | Securities Custodian | $12,606 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,492 | $76,670-28.9% | $96,683-43.6% | $71,457-23.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 12.60% | 48.29%-35.7pp | 35.69%-23.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $7,449 | $3,031+145.7% | $3,737+99.4% | $2,588+187.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $842 | $2,028-58.5% | $6,730-87.5% | $1,587-47.0% |