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.3+ years Filed as: HOOKER HOLCOMB INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $15,607 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $15,341 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $90,420 | $89,739+0.8% | $149,718-39.6% | $62,292+45.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.98% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $4,934 | $3,233+52.6% | $5,445-9.4% | $2,042+141.6% |
| Participant deferral / active EE | $4,554 | $4,797-5.1% | $6,569-30.7% | $3,169+43.7% |
| Admin fee / account holder | $110 | $551-80.0% | $11,283-99.0% | $479-77.0% |