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 | $58,810 |
FIRST HAWAIIAN BANK6+ years Service code 18 · EIN 99-0034327 | Custodial (securities); Custodial (ot... | $48,210 |
HONOLULU ACTUARIAL CONSULTANTS6+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $34,119 |
WEINBERG, ROGER & ROSENFELD6+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $31,798 |
JAMES P HASSELMAN CPA LLC6+ years Service code 10 · EIN 20-5496781 | Accounting | $23,561 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
WHITESTAR ADVISORS, LLC1 year Filed as: WHITESTAR ADVISORS LLC Service code 28 902 CLINT MOORE ROAD, STE 104 · BOCA RATON, FL 33487 | Investment Management | $17,676 |
Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $14,234 |
AFFINITY INVESTMENT ADVISORS3 years Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $13,948 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 14.03% | 6.41%+7.6pp | 8.01%+6.0pp | 11.45%+2.6pp |
| Employer contribution / active EE | $3,536 | $11,592-69.5% | $29,475-88.0% | $17,219-79.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |