Filed July 25, 2017
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 |
|---|---|---|
SECURITY NATIONAL BANK1 year Service code 21 · EIN 42-0943319 | Bank Trustee | $1,928 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $309 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,364 | $79,523+28.7% | $140,016-26.9% | $56,287+81.9% |
| Participation rate | 87.9% | 85.7%+2.2pp | 87.5%+0.4pp | 69.9%+18.0pp |
| Annual return | -5.60% | 2.39%-8.0pp | 651.12%-656.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,718 | $3,350-18.9% | $5,606-51.5% | $2,111+28.7% |
| Participant deferral / active EE | $4,129 | $5,129-19.5% | $6,927-40.4% | $3,350+23.3% |
| Admin fee / account holder | $14 | $614-97.7% | $10,705-99.9% | $521-97.3% |