Filed January 27, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.1+ years Filed as: HOOKER & HOLCOMBE INVST. ADV., INC. Service code 28 · EIN 06-0854693 | Investment Management | $89,775 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 25 · EIN 42-1558009 | Directed Trustee | $9,739 |
See 1 actuary disclosure. $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.
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 | $0 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | -1.51% | -6.27%+4.8pp | 16.23%-17.7pp | -7.14%+5.6pp |
| Employer contribution / active EE | $13,043 | $14,200-8.1% | $17,605-25.9% | $14,613-10.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |