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) | $14,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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 | $50,798 | $73,102-30.5% | $123,544-58.9% | $56,287-9.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.78% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,496 | $2,977+17.4% | $4,628-24.4% | $2,111+65.6% |
| Participant deferral / active EE | $6,316 | $5,423+16.5% | $6,426-1.7% | $3,350+88.6% |
| Admin fee / account holder | $65 | $554-88.2% | $9,284-99.3% | $521-87.5% |