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.3+ years Filed as: HOOKER & HOLCOMBE INC. Service code 11 · EIN 06-1461865 65 LASALLE RD · WEST HARTFORD, CT 06107 | Actuarial | $27,490 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $20,621 |
Filed as: FIONDELLA, MILONE & LASARACINA, LLP Service code 10 · EIN 06-1648707 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $16,075 |
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 65 LASALLE RD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $12,228 |
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.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 8.65% | 11.14%-2.5pp | 16.78%-8.1pp | 10.41%-1.8pp |
| Employer contribution / active EE | $32,609 | $14,043+132.2% | $26,328+23.9% | $14,691+122.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |