See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $31,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $65,217 | $89,652-27.3% | $141,162-53.8% | $65,1850% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 26.24% | 32.79%-6.6pp | 71.39%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $4,014 | $3,065+31.0% | $4,735-15.2% | $2,177+84.4% |
| Participant deferral / active EE | $6,958 | $5,691+22.3% | $6,709+3.7% | $3,514+98.0% |
| Admin fee / account holder | $111 | $569-80.5% | $10,261-98.9% | $847-86.9% |