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 |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $21,384 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Actuarial | $20,675 |
HOOKER & HOLCOMBE, INC.7+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Advisory (Plan) | $13,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 2.22% | 11.70%-9.5pp | 7.32%-5.1pp | 18.34%-16.1pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |