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 8-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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $12,862 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,560 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,092 | $55,636-49.5% | $81,983-65.7% | $73,488-61.8% |
| Participation rate | 92.4% | 62.3%+30.1pp | 69.2%+23.1pp | 70.7%+21.7pp |
| Annual return | 18.25% | 19.07%-0.8pp | 41.31%-23.1pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,072 | $1,625+27.5% | $2,498-17.1% | $2,270-8.7% |
| Participant deferral / active EE | $3,768 | $2,762+36.4% | $3,722+1.2% | $3,740+0.7% |
| Admin fee / account holder | $95 | $493-80.7% | $5,664-98.3% | $513-81.5% |