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 |
|---|---|---|
Service code 14 · EIN 99-0164675 | Plan Administrator | $1,177,904 |
FENIMORE ASSET MANAGEMENT5 years Service code 28 · EIN 14-1564237 | Investment Management | $260,126 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $210,954 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $173,037 |
Filed as: SSI INVESTMENT MANAGEMENT, INC Service code 28 · EIN 83-3986484 | Investment Management | $124,626 |
SINGERLEWAK LLP2 years Filed as: SINGERLEWAK Service code 10 · EIN 95-2302617 | Accounting | $95,288 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 | Investment Management | $65,722 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $65,000 |
WHITESTAR ADVISORS, LLC5 years Service code 28 · EIN 03-0496641 | Investment Management | $59,500 |
Service code 28 · EIN 56-2355177 | Investment Management | $41,187 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | 3.14% | 9.24%-6.1pp | 9.65%-6.5pp | 10.71%-7.6pp |
| Employer contribution / active EE | $14,447 | $14,215+1.6% | $26,259-45.0% | $14,986-3.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |