Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,516 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE INC Service code 28 · EIN 06-0854693 | Investment Management | $31,342 |
WHITTLESEY PC1 year Filed as: WHITTLESEY & HARDLEY P.C. Service code 10 · EIN 06-0903326 | Accounting | $13,650 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,178 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $80,558 | $80,005+0.7% | $140,016-42.5% | $55,725+44.6% |
| Participation rate | 95.9% | 87.0%+8.9pp | 87.5%+8.4pp | 70.9%+25.0pp |
| Annual return | -3.71% | 0.46%-4.2pp | 651.12%-654.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,007 | $3,403-41.0% | $5,606-64.2% | $2,078-3.4% |
| Participant deferral / active EE | $4,764 | $5,264-9.5% | $6,927-31.2% | $3,356+42.0% |
| Admin fee / account holder | $197 | $116+70.6% | $10,705-98.2% | $115+71.4% |