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.3+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $3,271 |
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,834 | $70,083-77.4% | $59,878-73.6% | $55,725-71.6% |
| Participation rate | 90.8% | 78.4%+12.5pp | 74.7%+16.1pp | 70.9%+20.0pp |
| Annual return | 13.02% | 3.13%+9.9pp | 3.46%+9.6pp | 244.93%-231.9pp |
| Employer contribution / active EE | $849 | $2,878-70.5% | $2,722-68.8% | $2,078-59.1% |
| Participant deferral / active EE | $1,212 | $3,079-60.6% | $3,402-64.4% | $3,356-63.9% |
| Admin fee / account holder | $7 | $70-89.6% | $3,590-99.8% | $115-93.6% |