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 BANK3+ years Service code 28 · EIN 42-0943139 | Investment Management | $6,169 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCWHAB TRUST COMPANY Service code 59 · EIN 42-1558009 | Shareholder Servicing | $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 | $124,307 | $69,305+79.4% | $82,313+51.0% | $69,631+78.5% |
| Participation rate | 99.6% | 80.3%+19.3pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 17.52% | 21.47%-3.9pp | 25.88%-8.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $3,753 | $1,887+98.9% | $2,428+54.6% | $2,032+84.7% |
| Participant deferral / active EE | $4,374 | $3,568+22.6% | $3,706+18.0% | $3,224+35.7% |
| Admin fee / account holder | $20 | $97-79.3% | $5,608-99.6% | $110-81.8% |