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.3 years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $59,029 |
HOOKER & HOLCOMBE, INC.3 years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $32,761 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $13,585 |
CHARLES SCHWAB & CO., INC.3 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 | $163,644 | $130,194+25.7% | $169,993-3.7% | $71,457+129.0% |
| Participation rate | 96.7% | 86.1%+10.5pp | 87.0%+9.7pp | 67.9%+28.8pp |
| Annual return | 16.53% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,094 | $4,381+39.1% | $6,785-10.2% | $2,588+135.5% |
| Participant deferral / active EE | $6,195 | $6,923-10.5% | $10,408-40.5% | $4,289+44.5% |
| Admin fee / account holder | $693 | $966-28.2% | $12,815-94.6% | $1,587-56.3% |