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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $76,064 |
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER HOLCOMB INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $11,500 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,439 | $136,307-18.2% | $177,821-37.3% | $73,488+51.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.69% | 18.68%-7.0pp | 48.32%-36.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $5,869 | $3,712+58.1% | $5,918-0.8% | $2,270+158.5% |
| Participant deferral / active EE | $5,641 | $5,829-3.2% | $7,714-26.9% | $3,740+50.9% |
| Admin fee / account holder | $293 | $596-50.8% | $12,427-97.6% | $513-42.9% |