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 year Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $3,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,831 | $43,075-40.0% | $74,583-65.4% | $62,891-58.9% |
| Participation rate | 76.1% | 58.1%+18.1pp | 68.1%+8.0pp | 69.3%+6.8pp |
| Annual return | 6.58% | 17.50%-10.9pp | 20.47%-13.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,961 | $2,389+107.6% | $3,458+43.5% | $3,203+54.9% |
| Admin fee / account holder | $37 | $2,840-98.7% | $4,138-99.1% | $4,296-99.1% |