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.4 years Filed as: HOOKER & HOLCOMBE INVESTMENT Service code 26 · EIN 06-1461865 | Advisory (Participants) | $35,561 |
Filed as: FIDELITY INVEST INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $34,738 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
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 | $275,361 | $51,197+437.9% | $82,719+232.9% | $66,914+311.5% |
| Participation rate | 99.3% | 67.8%+31.5pp | 72.6%+26.7pp | 69.8%+29.5pp |
| Annual return | -14.29% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $15,933 | $2,611+510.3% | $3,009+429.5% | $2,544+526.2% |
| Participant deferral / active EE | $14,657 | $3,458+323.9% | $4,395+233.5% | $4,237+245.9% |
| Admin fee / account holder | $1 | $416-99.8% | $5,329-100.0% | $593-99.8% |