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 | Participant loan processing; Float re... | $68,688 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INVESTMENT ADV Service code 27 · EIN 06-1461865 | Advisory (Plan) | $17,250 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,139 | $130,194-1.6% | $169,993-24.6% | $71,457+79.3% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 17.81% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $5,540 | $4,381+26.4% | $6,785-18.4% | $2,588+114.1% |
| Participant deferral / active EE | $5,222 | $6,923-24.6% | $10,408-49.8% | $4,289+21.8% |
| Admin fee / account holder | $275 | $966-71.6% | $12,815-97.9% | $1,587-82.7% |