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.1 year Filed as: HOOKER AND HOLCOMBE INVESTMENT ADVI Service code 27 · EIN 06-1461865 | Advisory (Plan) | $16,360 |
Service code 49 · EIN 04-1590850 | Other Services | $3,737 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,138 | $58,083+81.0% | $80,019+31.4% | $56,287+86.8% |
| Participation rate | 68.9% | 73.6%-4.7pp | 75.8%-6.9pp | 69.9%-0.9pp |
| Annual return | -0.86% | 34.61%-35.5pp | 11.22%-12.1pp | -9.96%+9.1pp |
| Employer contribution / active EE | $232 | $1,932-88.0% | $2,468-90.6% | $2,111-89.0% |
| Participant deferral / active EE | $2,649 | $3,135-15.5% | $3,686-28.1% | $3,350-20.9% |
| Admin fee / account holder | $25 | $623-96.0% | $6,521-99.6% | $521-95.2% |