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 9-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 |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE10+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Contract Administrator | $619,202 |
KOBAYASHI & COMPANY2 years Filed as: KOBAYASHI SUGITA & GODA LLP Service code 29 · EIN 99-0283752 999 BISHOP STREET, 26TH FLOOR · HONOLULU, HI 96813 | Legal | $571,344 |
EXPONENT, INC.2 years Service code 49 · EIN 77-0218904 149 COMMONWEALTH DR. · MENLO PARK, CA 94025 | Other Services | $450,893 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $416,862 |
WHITESTAR ADVISORS, LLC10+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $349,999 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 83-3986484 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $292,300 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $182,601 |
Service code 49 · EIN 99-0280479 1718 HAU ST · HONOLULU, HI 96819 | Other Services | $161,424 |
COLLIERS INTERNATIONAL6 years Service code 49 · EIN 36-4713156 220 SOUTH KING STREET, SUITE 1800 · HONOLULU, HI 96813 | Other Services | $159,537 |
CENTRAL PACIFIC BANK9 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (other than securities); Cu... | $129,421 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.03% | 10.50%-1.5pp | 9.65%-0.6pp | 9.22%-0.2pp |
| Employer contribution / active EE | $9,842 | $14,720-33.1% | $26,259-62.5% | $13,567-27.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |