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 |
|---|---|---|
Service code 13 · EIN 68-0306908 560 NORTH NIMITZ HWY., SUITE 209 · HONOLULU, HI 96817 | Contract Administrator | $148,976 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 PO BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $104,878 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: MET WEST ASSET MGMT Service code 28 · EIN 95-4597302 | Investment Management | $84,013 |
SINGERLEWAK LLP2 years Filed as: SINGERLEWAK, LLP Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $70,355 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $62,972 |
GROUP PLAN ADMINISTRATORS10+ years Service code 13 · EIN 99-0187572 222 S VINEYEARD STREET PH4 · HONOLULU, HI 96813 | Contract Administrator | $49,662 |
YEE & KAWASHIMA LLLP10+ years Filed as: YEE & KAWASHIMA, LLLP Service code 29 · EIN 47-3636548 1000 BISHOP STREET, SUITE 908 · HONOLULU, HI 96813 | Legal | $24,690 |
KMH LLP5 years Filed as: KMH Service code 10 1003 BISHOP STREET · HONOLULU, HI 96813 | Accounting | $11,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $178,075 | $92,224+93.1% | $105,223+69.2% | $79,634+123.6% |
| Participation rate | 99.7% | 69.2%+30.5pp | 75.0%+24.6pp | 62.5%+37.2pp |
| Annual return | 3.08% | 88.65%-85.6pp | 180.65%-177.6pp | 36.46%-33.4pp |
| Employer contribution / active EE | $12,607 | $3,965+218.0% | $3,689+241.8% | $2,529+398.5% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $970 | $1,121-13.4% | $8,859-89.0% | $1,002-3.1% |