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.5+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $68,862 |
HOOKER & HOLCOMBE, INC.5+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $21,536 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $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 | $86,702 | $136,307-36.4% | $177,821-51.2% | $73,488+18.0% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.7%-3.5pp | 70.7%+13.5pp |
| Annual return | 9.50% | 18.68%-9.2pp | 48.32%-38.8pp | 28.51%-19.0pp |
| Employer contribution / active EE | $3,634 | $3,712-2.1% | $5,918-38.6% | $2,270+60.1% |
| Participant deferral / active EE | $5,657 | $5,829-2.9% | $7,714-26.7% | $3,740+51.3% |
| Admin fee / account holder | $291 | $596-51.2% | $12,427-97.7% | $513-43.3% |