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 |
|---|---|---|
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $570,056 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $538,283 |
HAWAII BENEFIT ADMINISTRATORS, INC.10+ years Service code 14 · EIN 99-0329747 | Plan Administrator | $416,147 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $192,926 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $167,837 |
THE SEGAL COMPANY10+ years Service code 27 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Advisory (Plan) | $70,360 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $50,553 |
BANK OF HAWAII10+ years Service code 19 PO BOX 2900 · HONOLULU, HI 96846 | Securities Custodian | $36,503 |
DECARLO & SHANLEY2 years Filed as: SHANLEY A PROFESSIONAL CORP. Service code 29 · EIN 95-4022565 | Legal | $26,147 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $9,053 |
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 | $91,302 | $241,101-62.1% | $103,333-11.6% | $199,593-54.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.28% | 17.80%-5.5pp | 24.88%-12.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $13,266 | $4,244+212.6% | $3,868+243.0% | $3,034+337.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $321 | $288+11.5% | $8,355-96.2% | $269+19.3% |