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 BANK4 years Filed as: SECURITY BENEFIT Service code 15 · EIN 23-2132688 30 DAN ROAD, SUITE 55976 · CANTON, MA 020212809 | Recordkeeping | $52,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,525 | $65,061-46.9% | $143,757-76.0% | $66,914-48.4% |
| Participation rate | 57.6% | 65.2%-7.6pp | 80.3%-22.7pp | 69.8%-12.2pp |
| Annual return | -11.59% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,244 | $2,361-47.3% | $4,951-74.9% | $2,544-51.1% |
| Participant deferral / active EE | $1,540 | $2,919-47.2% | $5,637-72.7% | $4,237-63.7% |
| Admin fee / account holder | $452 | $502-10.0% | $14,673-96.9% | $593-23.8% |