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 BANK3+ years Service code 64 · EIN 42-0943319 | Recordkeeping Fees | $47,647 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $1,160 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $57,196 | $55,453+3.1% | $170,442-66.4% | $62,292-8.2% |
| Participation rate | 84.2% | 66.4%+17.9pp | 83.6%+0.6pp | 69.5%+14.7pp |
| Annual return | 20.26% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,289 | $2,164+5.8% | $5,433-57.9% | $2,042+12.1% |
| Participant deferral / active EE | $3,420 | $2,303+48.5% | $4,939-30.8% | $3,169+7.9% |
| Admin fee / account holder | $181 | $455-60.1% | $13,880-98.7% | $479-62.1% |