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.4+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $4,845 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Annual investment return 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 | $15,935 | $95,542-83.3% | $69,455-77.1% | $67,579-76.4% |
| Participation rate | 95.2% | 79.4%+15.9pp | 74.6%+20.6pp | 71.3%+24.0pp |
| Annual return | 6.58% | 17.67%-11.1pp | 28.97%-22.4pp | 378.56%-372.0pp |
| Employer contribution / active EE | $1,236 | $2,989-58.6% | $2,779-55.5% | $2,148-42.5% |
| Participant deferral / active EE | $1,686 | $3,263-48.3% | $3,535-52.3% | $3,539-52.3% |
| Admin fee / account holder | $12 | $90-86.5% | $3,839-99.7% | $142-91.5% |