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 |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.10+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 14 · EIN 99-0351671 | Plan Administrator | $1,089,516 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $267,019 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $197,356 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $161,147 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 | Investment Management | $117,191 |
FIRST HAWAIIAN BANK10+ years Service code 28 · EIN 99-0034327 | Investment Management | $106,036 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Service code 11 · EIN 99-0114097 | Actuarial | $94,555 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $81,599 |
YOSHIDA & ASSOCIATES10+ years Service code 29 · EIN 99-0337282 | Legal | $60,851 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $58,163 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.90% | 8.48%+1.4pp | 37.43%-27.5pp | 9.22%+0.7pp |
| Employer contribution / active EE | $7,862 | $8,226-4.4% | $38,058-79.3% | $13,567-42.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |