Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 BANK2+ years Service code 15 · EIN 42-0943139 | Recordkeeping | $4,232 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCWHAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $106,591 | $63,905+66.8% | $74,183+43.7% | $57,658+84.9% |
| Participation rate | 99.6% | 79.8%+19.9pp | 76.6%+23.0pp | 70.2%+29.4pp |
| Annual return | 9.43% | 60.60%-51.2pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,594 | $1,840+95.3% | $2,370+51.6% | $1,974+82.1% |
| Participant deferral / active EE | $4,031 | $3,448+16.9% | $3,550+13.6% | $3,061+31.7% |
| Admin fee / account holder | $13 | $91-85.2% | $5,586-99.8% | $95-85.7% |