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 | Direct payment from the plan; Shareho... | $70,478 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER HOLCOMB INVESTMENT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,172 | $102,553+10.4% | $151,611-25.4% | $66,914+69.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.91% | -10.82%-5.1pp | 3.33%-19.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $6,010 | $4,180+43.8% | $6,166-2.5% | $2,544+136.2% |
| Participant deferral / active EE | $5,677 | $6,641-14.5% | $8,363-32.1% | $4,237+34.0% |
| Admin fee / account holder | $316 | $630-49.9% | $11,616-97.3% | $593-46.8% |