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 |
|---|---|---|
Filed as: PEACH & MCPHERSON Service code 16 · EIN 06-1190201 | Consulting | $7,744 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $4,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,334 | $47,848-32.4% | $81,478-60.3% | $70,131-53.9% |
| Participation rate | 78.4% | 58.3%+20.2pp | 68.0%+10.5pp | 69.5%+8.9pp |
| Annual return | 18.31% | 27.25%-8.9pp | 38.78%-20.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,311 | $2,453+116.5% | $3,537+50.2% | $3,332+59.4% |
| Admin fee / account holder | $135 | $3,145-95.7% | $4,561-97.0% | $4,645-97.1% |