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.7+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $6,896 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $4 |
Filed as: CHARLES SCHWAB & CO INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,343 | $79,124-70.5% | $60,874-61.7% | $64,808-64.0% |
| Participation rate | 77.5% | 77.7%-0.3pp | 73.1%+4.3pp | 71.5%+6.0pp |
| Annual return | -11.23% | -7.13%-4.1pp | 16.90%-28.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,409 | $3,050-53.8% | $2,701-47.8% | $2,506-43.8% |
| Participant deferral / active EE | $1,877 | $3,725-49.6% | $3,817-50.8% | $4,310-56.5% |
| Admin fee / account holder | $21 | $106-79.9% | $3,224-99.3% | $188-88.7% |