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.2+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $36,272 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $5,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,236 | $89,739-19.5% | $149,718-51.8% | $62,292+16.0% |
| Participation rate | 86.7% | 85.1%+1.6pp | 87.1%-0.4pp | 69.5%+17.2pp |
| Annual return | 13.87% | 21.01%-7.1pp | 1501.63%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,106 | $3,233-3.9% | $5,445-43.0% | $2,042+52.1% |
| Participant deferral / active EE | $4,903 | $4,797+2.2% | $6,569-25.4% | $3,169+54.7% |
| Admin fee / account holder | $142 | $551-74.2% | $11,283-98.7% | $479-70.3% |