Filed July 25, 2017
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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.
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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 BANK7 years Service code 21 · EIN 42-0943319 | Bank Trustee | $3,474 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $817 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,919 | $122,239+34.1% | $184,203-11.0% | $74,495+120.0% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 11.85% | 19.95%-8.1pp | 28.81%-17.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,353 | $4,537-26.1% | $6,427-47.8% | $2,623+27.8% |
| Participant deferral / active EE | $5,641 | $7,139-21.0% | $9,131-38.2% | $4,346+29.8% |
| Admin fee / account holder | $55 | $1,260-95.7% | $13,901-99.6% | $1,942-97.2% |