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 |
|---|---|---|
CONGRESS ASSET MANAGEMENT5+ years Service code 28 · EIN 04-2848965 | Investment Management | $161,468 |
CKW FINANCIAL GROUP5+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $155,548 |
PAMCAH ADMIN OFFICE3 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $150,465 |
CENTRAL PACIFIC BANK5+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $84,433 |
PACIFIC INCOME ADVISORS5+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $81,765 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $74,924 |
NUVEEN3 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 52 · EIN 04-3161875 | Indirect Investment Fees | $62,615 |
Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 | Accounting | $42,670 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $37,949 |
TRUCKER HUSS3 years Service code 29 · EIN 94-3216063 | Legal | $21,125 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $84,169 | $81,719+3.0% | $101,248-16.9% | $90,288-6.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 2.43% | 337.64%-335.2pp | 46.47%-44.0pp | 53.97%-51.5pp |
| Employer contribution / active EE | $8,290 | $3,622+128.9% | $3,660+126.5% | $2,524+228.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $346 | $162+113.6% | $5,945-94.2% | $114+203.2% |