Filed July 25, 2017
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 BANK6 years Service code 21 · EIN 42-0943319 | Bank Trustee | $1,827 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $423 |
CHARLES SCHWAB & CO., INC.6 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 | $138,441 | $130,194+6.3% | $169,993-18.6% | $71,457+93.7% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.0%+10.5pp | 67.9%+29.6pp |
| Annual return | 17.10% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,483 | $4,381-20.5% | $6,785-48.7% | $2,588+34.6% |
| Participant deferral / active EE | $5,569 | $6,923-19.6% | $10,408-46.5% | $4,289+29.9% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.2% |