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 |
|---|---|---|
CONGRESS ASSET MANAGEMENT6+ years Service code 28 · EIN 04-2848965 | Investment Management | $211,009 |
CKW FINANCIAL GROUP6+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $181,341 |
PAMCAH ADMIN OFFICE4 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $151,259 |
CENTRAL PACIFIC BANK6+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $102,852 |
PACIFIC INCOME ADVISORS6+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $99,502 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $83,851 |
NUVEEN4 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $61,502 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $46,375 |
LEMKE, CHINEN & TANAKA, CPA, INC.6+ years Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 | Accounting | $45,288 |
S&M SAKAMOTO, INC1 year Filed as: S&M SAKAMOTO, INC. Service code 49 · EIN 99-0113881 | Other Services | $40,587 |
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 | $100,821 | $88,770+13.6% | $109,143-7.6% | $93,030+8.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 29.81% | 60.64%-30.8pp | 25.75%+4.1pp | 158.70%-128.9pp |
| Employer contribution / active EE | $8,302 | $3,780+119.6% | $3,722+123.0% | $2,706+206.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $363 | $172+110.7% | $6,752-94.6% | $152+139.4% |