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.4+ years Filed as: HOOKER HOLCOMB INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $30,907 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $16,526 |
NATIONAL FINANCIAL SERVICES4+ 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 | $86,534 | $79,523+8.8% | $140,016-38.2% | $56,287+53.7% |
| Participation rate | 97.6% | 85.7%+11.9pp | 87.5%+10.1pp | 69.9%+27.8pp |
| Annual return | -3.52% | 2.39%-5.9pp | 651.12%-654.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,364 | $3,350+60.1% | $5,606-4.3% | $2,111+154.1% |
| Participant deferral / active EE | $5,064 | $5,129-1.3% | $6,927-26.9% | $3,350+51.2% |
| Admin fee / account holder | $171 | $614-72.2% | $10,705-98.4% | $521-67.2% |