Filed June 28, 2018 (most recent of 10 filings on file)
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 21 · EIN 42-0943319 | Bank Trustee | $91,960 |
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 SCHWAB BANK 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 | $85,162 | $80,177+6.2% | $123,892-31.3% | $57,658+47.7% |
| Participation rate | 96.7% | 74.4%+22.2pp | 81.4%+15.3pp | 70.2%+26.4pp |
| Annual return | 9.69% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,473 | $2,913-49.4% | $4,617-68.1% | $1,974-25.4% |
| Participant deferral / active EE | $6,381 | $5,130+24.4% | $5,984+6.6% | $3,061+108.5% |
| Admin fee / account holder | $188 | $106+76.9% | $8,357-97.7% | $95+98.9% |