See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MASONS' ADMIN OFFICE1+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $326,099 |
OLD GLORY ASSET MANAGEMENT1+ 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 | $276,098 |
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS ASSET MGMT Service code 28 · EIN 04-3270358 100 DRAKES LANDING ROAD SUITE 360 · GREENBRAE, CA 94904 | Investment Management | $269,581 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0346772 999 BISHOP STREET, SUITE 2806 · HONOLULU, HI 96813 | Securities Custodian | $268,755 |
LEMKE, CHINEN & TANAKA, CPA, INC.1+ years Filed as: LEMKE CHINEN & TANAKA Service code 10 · EIN 99-0155373 210 WARD AVENUE, SUITE 336 · HONOLULU, HI 96814 | Accounting | $182,752 |
TODD EUGENE HOLT1+ years Filed as: TODD ASSET MANAGEMENT LLC Service code 28 · EIN 61-1350302 101 S. 5TH STREET, SUITE 3100 · LOUISVILLE, KY 40202 | Investment Management | $151,541 |
FUJIKAWA & YASUNAGA1+ years Service code 29 · EIN 99-0219097 615 PIIKOI STREET, PH 1 · HONOLULU, HI 96814 | Legal | $115,079 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $98,953 |
INDEPENDENT FINANCIAL PARTNERS1+ 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 | $92,392 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $83,460 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -8.03% | 3.63%-11.7pp | 4.16%-12.2pp | 9.19%-17.2pp |
| Employer contribution / active EE | $6,786 | $11,363-40.3% | $29,966-77.4% | $12,608-46.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |