Filed September 29, 2020 (most recent of 2 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 | $1,841 |
CHARLES SCHWAB & CO., INC.2+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,430 | $74,552-79.3% | $62,995-75.5% | $69,631-77.8% |
| Participation rate | 67.1% | 78.3%-11.2pp | 74.8%-7.7pp | 70.7%-3.6pp |
| Annual return | 15.92% | 15.77%+0.1pp | 87.57%-71.7pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $930 | $2,929-68.2% | $2,759-66.3% | $2,032-54.2% |
| Participant deferral / active EE | $1,170 | $2,974-60.7% | $3,329-64.9% | $3,224-63.7% |
| Admin fee / account holder | $7 | $59-87.6% | $3,600-99.8% | $110-93.3% |