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 BANK3 years Service code 21 · EIN 42-0943319 | Bank Trustee | $1,413 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $542 |
CHARLES SCHWAB & CO., INC.3 years 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 | $129,062 | $136,307-5.3% | $177,821-27.4% | $73,488+75.6% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.7%+9.9pp | 70.7%+27.0pp |
| Annual return | 15.04% | 18.68%-3.6pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,047 | $3,712-17.9% | $5,918-48.5% | $2,270+34.2% |
| Participant deferral / active EE | $4,513 | $5,829-22.6% | $7,714-41.5% | $3,740+20.7% |
| Admin fee / account holder | $11 | $596-98.2% | $12,427-99.9% | $513-97.9% |