Filed October 28, 2010 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-2562231 | Investment Management | $465,214 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $440,392 |
BANK OF HAWAII2+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $311,180 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: IRM Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $174,949 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $81,216 |
VULCAN VALUE PARTNERS2+ years Filed as: VULCAN VALUE Service code 28 · EIN 39-2051712 | Investment Management | $45,311 |
CENTRAL PACIFIC BANK2+ years Service code 21 · EIN 99-0309010 | Bank Trustee | $6,960 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 4.14% | 10.84%-6.7pp | 5.00%-0.9pp | 5.86%-1.7pp |
| Employer contribution / active EE | $16,129 | $5,136+214.1% | $35,918-55.1% | $10,137+59.1% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |