Filed August 25, 2011 (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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INVESTMENT Service code 26 · EIN 06-1461865 | Advisory (Participants) | $8,195 |
Filed as: FIDELITY INVEST INST OPS CO., INC. Service code 16 · EIN 04-2647786 | Consulting | -$29,400 |
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 | $243,112 | $51,620+371.0% | $90,281+169.3% | $65,185+273.0% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.4pp | 70.2%+28.4pp |
| Annual return | 18.95% | 24.94%-6.0pp | 78.10%-59.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $13,649 | $2,235+510.8% | $2,854+378.2% | $2,177+527.1% |
| Participant deferral / active EE | $13,226 | $2,871+360.8% | $3,885+240.4% | $3,514+276.4% |
| Admin fee / account holder | $2 | $384-99.5% | $5,351-100.0% | $847-99.8% |