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 BANK2+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $40,357 |
CHARLES SCHWAB & CO., INC.2+ years 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 | $47,458 | $46,732+1.6% | $156,549-69.7% | $55,167-14.0% |
| Participation rate | 84.0% | 65.8%+18.2pp | 84.0%0pp | 69.0%+15.0pp |
| Annual return | 8.56% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,167 | $2,105+2.9% | $5,501-60.6% | $1,963+10.4% |
| Participant deferral / active EE | $3,141 | $2,204+42.5% | $4,871-35.5% | $3,054+2.9% |
| Admin fee / account holder | $161 | $418-61.4% | $13,027-98.8% | $504-68.0% |