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 BANK6+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $135,602 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $827 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | 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 | $123,003 | $100,801+22.0% | $149,696-17.8% | $73,409+67.6% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 17.43% | 265.34%-247.9pp | 276.60%-259.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,271 | $3,312-31.4% | $4,644-51.1% | $2,234+1.7% |
| Participant deferral / active EE | $9,009 | $6,404+40.7% | $6,842+31.7% | $3,805+136.7% |
| Admin fee / account holder | $232 | $181+28.1% | $9,309-97.5% | $158+46.7% |