Filed November 18, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | Bank Trustee | $38,670 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $44,360 | $46,360-4.3% | $147,614-69.9% | $52,331-15.2% |
| Participation rate | 82.9% | 64.9%+17.9pp | 84.6%-1.7pp | 68.1%+14.8pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,071 | $2,126-2.6% | $5,564-62.8% | $1,882+10.1% |
| Participant deferral / active EE | $3,158 | $2,258+39.9% | $4,895-35.5% | $3,022+4.5% |
| Admin fee / account holder | $172 | $766-77.6% | $11,611-98.5% | $592-70.9% |