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 |
|---|---|---|
PAMCAH ADMIN OFFICE8 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $247,623 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $245,334 |
CKW FINANCIAL GROUP10+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $221,464 |
PACIFIC INCOME ADVISORS10+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $168,337 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $113,391 |
NUVEEN8 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $110,493 |
FIRST HAWAIIAN BANK4 years Service code 19 · EIN 99-0034327 | Securities Custodian | $110,354 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $51,309 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 94-1503999 | Consulting | $35,641 |
TRUCKER HUSS8 years Service code 29 · EIN 94-3216063 | Legal | $26,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,317 | $106,351+5.6% | $105,223+6.7% | $103,975+8.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 10.21% | 11.69%-1.5pp | 180.65%-170.4pp | 19.41%-9.2pp |
| Employer contribution / active EE | $10,748 | $5,336+101.4% | $3,689+191.4% | $3,722+188.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $535 | $316+69.4% | $8,859-94.0% | $332+60.8% |