Filed March 12, 2019 (most recent of 3 filings on file)
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 year Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $42,223 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $23,337 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,390 | $121,341+0.9% | $189,513-35.4% | $79,386+54.2% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.8%+1.4pp | 70.7%+18.5pp |
| Annual return | 14.05% | 21.08%-7.0pp | 555.15%-541.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,867 | $3,915-52.3% | $6,162-69.7% | $2,427-23.1% |
| Participant deferral / active EE | $5,615 | $6,395-12.2% | $8,221-31.7% | $4,046+38.8% |
| Admin fee / account holder | $482 | $651-26.0% | $12,045-96.0% | $626-23.0% |