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.2 years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $37,840 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $22,023 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $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 | $132,703 | $102,553+29.4% | $151,611-12.5% | $66,914+98.3% |
| Participation rate | 93.8% | 85.5%+8.2pp | 87.5%+6.3pp | 69.8%+23.9pp |
| Annual return | 28.13% | -10.82%+39.0pp | 3.33%+24.8pp | 1.58%+26.6pp |
| Employer contribution / active EE | $2,001 | $4,180-52.1% | $6,166-67.5% | $2,544-21.3% |
| Participant deferral / active EE | $6,142 | $6,641-7.5% | $8,363-26.6% | $4,237+45.0% |
| Admin fee / account holder | $388 | $630-38.4% | $11,616-96.7% | $593-34.6% |