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.3+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $43,270 |
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $15,150 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $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 | $79,294 | $79,523-0.3% | $140,016-43.4% | $56,287+40.9% |
| Participation rate | 84.7% | 85.7%-1.0pp | 87.5%-2.8pp | 69.9%+14.9pp |
| Annual return | 9.67% | 2.39%+7.3pp | 651.12%-641.4pp | -9.96%+19.6pp |
| Employer contribution / active EE | $3,035 | $3,350-9.4% | $5,606-45.9% | $2,111+43.8% |
| Participant deferral / active EE | $4,845 | $5,129-5.5% | $6,927-30.1% | $3,350+44.6% |
| Admin fee / account holder | $197 | $614-67.9% | $10,705-98.2% | $521-62.2% |