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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER AND HOLCOMBE, INC. Service code 11 · EIN 06-0854693 | Actuarial | $37,200 |
HUNTER CAPITAL2+ years Service code 27 · EIN 20-3041707 | Advisory (Plan) | $18,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 21 · EIN 34-1479833 | Bank Trustee | $9,000 |
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 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 | $0 | $52,729-100.0% | $286,961-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 12.6%-12.6pp |
| Annual return | 0.94% | 2.67%-1.7pp | 2.61%-1.7pp | 4.56%-3.6pp |
| Employer contribution / active EE | $7,050 | $6,411+10.0% | $24,109-70.8% | $15,526-54.6% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $148-100.0% | $1,711-100.0% |