See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK1 year Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $28,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,849 | $85,202-57.9% | $172,739-79.2% | $72,985-50.9% |
| Participation rate | 83.1% | 70.1%+13.1pp | 82.6%+0.5pp | 69.5%+13.6pp |
| Annual return | 4.37% | 27.32%-22.9pp | 802.84%-798.5pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,454 | $3,324-26.2% | $5,143-52.3% | $2,440+0.6% |
| Participant deferral / active EE | $3,475 | $3,260+6.6% | $5,198-33.1% | $3,607-3.7% |
| Admin fee / account holder | $291 | $5,884-95.1% | $13,954-97.9% | $5,124-94.3% |