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.2 years Filed as: HOOKER & HOLCOMBE INVESTMENT Service code 26 · EIN 06-1461865 | Advisory (Participants) | $33,919 |
Filed as: FIDELITY INVEST INST OPS CO., INC. Service code 16 · EIN 04-2647786 | Consulting | -$14,478 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $294,935 | $66,124+346.0% | $90,404+226.2% | $73,488+301.3% |
| Participation rate | 99.3% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 14.42% | 17.65%-3.2pp | 1293.02%-1278.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $14,688 | $2,346+526.0% | $3,262+350.3% | $2,270+547.0% |
| Participant deferral / active EE | $14,811 | $3,039+387.4% | $3,963+273.7% | $3,740+296.1% |
| Admin fee / account holder | $1 | $396-99.6% | $5,611-100.0% | $513-99.7% |