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 BANK2 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $35,162 |
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 | $33,582 | $91,190-63.2% | $178,490-81.2% | $79,858-57.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1.03% | 24.19%-23.2pp | 151.07%-150.0pp | 31.71%-30.7pp |
| Employer contribution / active EE | $2,359 | $3,256-27.6% | $5,011-52.9% | $2,471-4.5% |
| Participant deferral / active EE | $3,159 | $3,236-2.4% | $5,202-39.3% | $3,740-15.5% |
| Admin fee / account holder | $298 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |