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 |
|---|---|---|
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-2909422 4900 TIEDEMAN RD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $149,807 |
PACIFIC ADMINISTRATORS, INC.2+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $113,958 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE, STE 2300 · ATLANTA, GA 30309 | Investment Management | $97,624 |
ALTA CAPITAL MANAGEMENT2+ years Service code 28 6440 S. WASATCH BLVD. SUITE 260 · SALT LAKE CITY, UT 84121 | Investment Management | $75,245 |
FIRST HAWAIIAN BANK2+ years Service code 21 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Bank Trustee | $63,997 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 7600 WISCONSIN AVE, STE 900 · BETHESDA, MD 20814 | Advisory (Plan) | $35,567 |
FUJIKAWA & YASUNAGA2+ years Service code 29 · EIN 99-0219097 PENTHOUSE STE 1, 615 PIIKOI ST. · HONOLULU, HI 96814 | Legal | $28,338 |
Filed as: LEMKE, CHINEN & TANAKA, C.P.A., INC Service code 10 · EIN 99-0155373 210 WARD AVENUE, STE 336 · HONOLULU, HI 96814 | Accounting | $19,599 |
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.
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% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 5.34% | 4.86%+0.5pp | 4.97%+0.4pp | 9.19%-3.8pp |
| Employer contribution / active EE | $1,611 | $7,571-78.7% | $29,721-94.6% | $12,608-87.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |