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 BANK5 years Service code 21 · EIN 42-0943319 | Bank Trustee | $1,581 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $626 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,877 | $102,553+19.8% | $151,611-19.0% | $66,914+83.6% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -11.52% | -10.82%-0.7pp | 3.33%-14.9pp | 1.58%-13.1pp |
| Employer contribution / active EE | $3,147 | $4,180-24.7% | $6,166-49.0% | $2,544+23.7% |
| Participant deferral / active EE | $4,978 | $6,641-25.0% | $8,363-40.5% | $4,237+17.5% |
| Admin fee / account holder | $12 | $630-98.1% | $11,616-99.9% | $593-97.9% |