See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK10+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $64,384 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $39,031 |
JAMES P HASSELMAN CPA LLC10+ years Service code 10 · EIN 20-5496781 | Accounting | $25,550 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
WHITESTAR ADVISORS, LLC5 years Filed as: WHITESTAR ADVISORS LLC Service code 28 902 CLINT MOORE ROAD, STE 104 · BOCA RATON, FL 33487 | Investment Management | $16,711 |
Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $16,305 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 2200 ROSS AVENUE, 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $16,015 |
AFFINITY INVESTMENT ADVISORS7 years Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $5,460 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant 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 | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.28% | 11.08%+1.2pp | 8.09%+4.2pp | 8.76%+3.5pp |
| Employer contribution / active EE | $3,466 | $13,876-75.0% | $28,732-87.9% | $16,627-79.2% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |