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 BANK3+ years Service code 64 · EIN 42-0943319 | Recordkeeping Fees | $48,781 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $16,666 | $44,059-62.2% | $71,671-76.7% | $69,631-76.1% |
| Participation rate | 89.3% | 60.8%+28.5pp | 68.7%+20.5pp | 70.7%+18.6pp |
| Annual return | 14.76% | 21.97%-7.2pp | 20.65%-5.9pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,002 | $1,305-23.2% | $2,460-59.3% | $2,032-50.7% |
| Participant deferral / active EE | $2,218 | $2,370-6.4% | $3,438-35.5% | $3,224-31.2% |
| Admin fee / account holder | $102 | $108-5.0% | $5,558-98.2% | $110-7.4% |