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 BANK4+ years Service code 15 · EIN 42-0943139 | Recordkeeping | $9,550 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $290 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,655 | $65,118+73.0% | $76,768+46.7% | $55,725+102.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -6.53% | -1.27%-5.3pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $3,660 | $1,941+88.6% | $2,485+47.3% | $2,078+76.1% |
| Participant deferral / active EE | $4,359 | $3,688+18.2% | $3,852+13.2% | $3,356+29.9% |
| Admin fee / account holder | $32 | $116-72.5% | $6,675-99.5% | $115-72.4% |