Filed March 13, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 HOLCOMB INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,031 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $13,486 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $74,560 | $74,089+0.6% | $133,980-44.3% | $55,167+35.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.88% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,817 | $3,064+57.2% | $5,211-7.6% | $1,963+145.5% |
| Participant deferral / active EE | $4,274 | $4,678-8.6% | $6,282-32.0% | $3,054+39.9% |
| Admin fee / account holder | $132 | $458-71.1% | $9,324-98.6% | $504-73.7% |