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 BANK1+ years Service code 21 · EIN 42-0943319 601 PIERCE STREET · SIOUX CITY, IA 51101 | Bank Trustee | $37,729 |
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 | $27,457 | $54,320-49.5% | $67,652-59.4% | $52,331-47.5% |
| Participation rate | 87.7% | 73.6%+14.1pp | 75.7%+12.1pp | 68.1%+19.6pp |
| Annual return | -0.78% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $869 | $1,544-43.7% | $2,266-61.6% | $1,882-53.8% |
| Participant deferral / active EE | $2,048 | $2,950-30.6% | $3,560-42.5% | $3,022-32.2% |
| Admin fee / account holder | $159 | $527-69.8% | $4,821-96.7% | $592-73.1% |