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 RESEARCH3+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-2562231 | Investment Management | $528,602 |
BANK OF HAWAII3+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $435,259 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $376,654 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON P.C. Service code 29 P.O. BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $83,477 |
VULCAN VALUE PARTNERS3+ years Filed as: VULCAN VALUE Service code 28 · EIN 39-2051712 | Investment Management | $61,635 |
INCOME RESEARCH & MANAGEMENT3+ years Filed as: IRM Service code 28 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $38,824 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $29,771 |
P-SOLVE1 year Filed as: P-SOLVE LLC Service code 28 130 TUMER STREET, SUITE 510 · WALTHAM, MA 024530000 | Investment Management | $20,000 |
CENTRAL PACIFIC BANK3+ 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.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.46% | 14.80%-2.3pp | 10.16%+2.3pp | 16.32%-3.9pp |
| Employer contribution / active EE | $5,464 | $5,344+2.3% | $33,192-83.5% | $12,766-57.2% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |