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.3+ years Filed as: HOOKER AND HOLCOMBE, INC. Service code 11 · EIN 06-0854693 | Actuarial | $37,043 |
HUNTER CAPITAL3+ years Service code 27 · EIN 20-3041707 | Advisory (Plan) | $22,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 21 · EIN 34-1479833 | Bank Trustee | $9,000 |
Filed as: GALLAGHER FLYNN & COMPANY LLP Service code 10 · EIN 03-0225774 | Accounting | $7,900 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 3.08% | 7.74%-4.7pp | 7.25%-4.2pp | 10.41%-7.3pp |
| Employer contribution / active EE | $15,084 | $8,358+80.5% | $33,137-54.5% | $14,691+2.7% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |