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.4+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $67,912 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $26,059 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $19,212 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,667 | $88,515-16.8% | $162,163-54.6% | $67,579+9.0% |
| Participation rate | 82.0% | 86.8%-4.8pp | 87.6%-5.6pp | 71.3%+10.7pp |
| Annual return | 3.21% | 27.04%-23.8pp | 115.59%-112.4pp | 378.56%-375.3pp |
| Employer contribution / active EE | $3,064 | $3,563-14.0% | $5,614-45.4% | $2,148+42.7% |
| Participant deferral / active EE | $4,850 | $5,724-15.3% | $7,298-33.5% | $3,539+37.0% |
| Admin fee / account holder | $360 | $124+191.5% | $10,843-96.7% | $142+153.3% |