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.4 years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $25,140 |
HOOKER & HOLCOMBE, INC.4 years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $12,942 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER,PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,484-100.0% | $151,611-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -95.22% | 7.80%-103.0pp | 3.33%-98.6pp | 417.96%-513.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |