Filed February 17, 2022
Total covered: 19 employees
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.2+ years Filed as: HOOKER & HOLCOMBE INC. Service code 11 · EIN 06-1461865 65 LASALLE RD · WEST HARTFORD, CT 06107 | Actuarial | $16,500 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $14,570 |
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 65 LASALLE RD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $12,750 |
Filed as: FIONDELLA, MILONE & LASARACINA, LLP Service code 10 · EIN 06-1648707 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $11,050 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 1.04% | 4.69%-3.7pp | 5.44%-4.4pp | 4.56%-3.5pp |
| Employer contribution / active EE | $14,423 | $15,631-7.7% | $25,481-43.4% | $15,526-7.1% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |