Filed January 18, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: HOOVER FINANCIAL ADVISORS, INC. Service code 26 · EIN 20-2086231 | Advisory (Participants) | $6,534 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,899 | $60,795+41.3% | $69,455+23.7% | $65,185+31.8% |
| Participation rate | 97.4% | 74.9%+22.6pp | 74.6%+22.8pp | 70.2%+27.2pp |
| Annual return | 4.59% | 17.46%-12.9pp | 28.97%-24.4pp | 29.38%-24.8pp |
| Employer contribution / active EE | $2,402 | $2,452-2.0% | $2,779-13.6% | $2,177+10.4% |
| Participant deferral / active EE | $5,245 | $3,162+65.9% | $3,535+48.4% | $3,514+49.3% |
| Admin fee / account holder | $36 | $314-88.6% | $3,839-99.1% | $847-95.8% |