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 8-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 | $18,128 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $9,690 |
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 |
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 | $57,420 | $109,359-47.5% | $162,163-64.6% | $72,985-21.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.89% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $6,209 | $3,907+58.9% | $5,614+10.6% | $2,440+154.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $223 | $7,972-97.2% | $10,843-97.9% | $5,124-95.7% |