Filed August 16, 2007 (most recent of 2 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.1+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $6,381 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $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 | $62,385 | $74,089-15.8% | $133,980-53.4% | $55,167+13.1% |
| Participation rate | 83.0% | 84.3%-1.3pp | 87.1%-4.0pp | 69.0%+14.0pp |
| Annual return | 10.19% | 12.11%-1.9pp | 29.30%-19.1pp | 169.23%-159.0pp |
| Employer contribution / active EE | $3,007 | $3,064-1.8% | $5,211-42.3% | $1,963+53.2% |
| Participant deferral / active EE | $4,406 | $4,678-5.8% | $6,282-29.9% | $3,054+44.3% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.7% |