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 |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $54,373 |
FIRST HAWAIIAN BANK4+ years Service code 18 · EIN 99-0034327 | Custodial (securities); Direct paymen... | $45,591 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $31,963 |
JAMES P HASSELMAN CPA LLC4+ years Service code 10 · EIN 20-5496781 | Accounting | $22,702 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
ACW INSURANCE GROUP4+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $13,379 |
Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $12,435 |
WEINBERG, ROGER & ROSENFELD4+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $8,222 |
See 1 actuary disclosure. $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.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -1.83% | 4.25%-6.1pp | -752.26%+750.4pp | 0.19%-2.0pp |
| Employer contribution / active EE | $3,996 | $11,906-66.4% | $31,802-87.4% | $13,763-71.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |