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 |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $62,508 |
FIRST HAWAIIAN BANK9+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $52,271 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $38,425 |
JAMES P HASSELMAN CPA LLC9+ years Service code 10 · EIN 20-5496781 | Accounting | $25,057 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
AFFINITY INVESTMENT ADVISORS6 years Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $19,722 |
WHITESTAR ADVISORS, LLC4 years Filed as: WHITESTAR ADVISORS LLC Service code 28 902 CLINT MOORE ROAD, STE 104 · BOCA RATON, FL 33487 | Investment Management | $19,004 |
Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $15,527 |
WEINBERG, ROGER & ROSENFELD9+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $5,950 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 18.14% | 7.15%+11.0pp | 20.18%-2.0pp | 37.74%-19.6pp |
| Employer contribution / active EE | $3,243 | $13,270-75.6% | $29,108-88.9% | $15,781-79.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |