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 | $103,641+8.4% | $107,525+4.5% | $102,872+9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 10.21% | 13.08%-2.9pp | 181.32%-171.1pp | 19.06%-8.8pp |
| Employer contribution / active EE | $10,748 | $5,096+110.9% | $3,754+186.4% | $3,526+204.8% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $535 | $276+93.6% | $8,919-94.0% | $292+83.0% |