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 8-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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT10+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 5 GREAT VALLEY PARKWAY, SUITE 326 · MALVERN, PA 19355 | Investment Management | $534,811 |
Service code 14 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Plan Administrator | $318,287 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $205,486 |
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 | $148,374 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $140,658 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0346772 999 BISHOP STREET, SUITE 2806 · HONOLULU, HI 96813 | Securities Custodian | $140,260 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $136,425 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $124,654 |
FENIMORE ASSET MANAGEMENT2 years Service code 28 · EIN 14-1564237 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $98,813 |
YOSHIDA & ASSOCIATES7 years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $79,486 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 11.99% | 10.50%+1.5pp | 9.65%+2.3pp | 9.22%+2.8pp |
| Employer contribution / active EE | $7,406 | $14,720-49.7% | $26,259-71.8% | $13,567-45.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |