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 | $95,880+85.7% | $107,525+65.6% | $85,563+108.1% |
| Participation rate | 99.7% | 70.1%+29.5pp | 75.1%+24.6pp | 66.0%+33.7pp |
| Annual return | 3.08% | 68.06%-65.0pp | 181.32%-178.2pp | 31.51%-28.4pp |
| Employer contribution / active EE | $12,607 | $3,812+230.7% | $3,754+235.9% | $2,654+375.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $970 | $1,025-5.4% | $8,919-89.1% | $834+16.3% |