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.6+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $16,610 |
Service code 49 · EIN 04-1590850 | Other Services | $2,783 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Annual investment return 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 | $121,375 | $70,908+71.2% | $98,907+22.7% | $73,488+65.2% |
| Participation rate | 83.1% | 73.8%+9.3pp | 76.0%+7.1pp | 70.7%+12.4pp |
| Annual return | 10.19% | 34.17%-24.0pp | 196.43%-186.2pp | 28.51%-18.3pp |
| Employer contribution / active EE | $842 | $2,036-58.7% | $2,689-68.7% | $2,270-62.9% |
| Participant deferral / active EE | $3,398 | $3,500-2.9% | $4,244-19.9% | $3,740-9.1% |
| Admin fee / account holder | $18 | $535-96.6% | $6,642-99.7% | $513-96.4% |