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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.
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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 BANK2 years Service code 64 · EIN 42-0943319 | Recordkeeping Fees | $23,239 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,060 | $46,297-54.5% | $71,671-70.6% | $62,292-66.2% |
| Participation rate | 61.4% | 60.6%+0.8pp | 68.7%-7.3pp | 69.5%-8.1pp |
| Annual return | 22.54% | 22.32%+0.2pp | 20.65%+1.9pp | 28.90%-6.4pp |
| Employer contribution / active EE | $884 | $1,412-37.4% | $2,460-64.1% | $2,042-56.7% |
| Participant deferral / active EE | $1,838 | $2,235-17.8% | $3,438-46.5% | $3,169-42.0% |
| Admin fee / account holder | $221 | $461-52.0% | $5,558-96.0% | $479-53.8% |