Filed April 23, 2021 (most recent of 4 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 BANK3+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $39,170 |
CHARLES SCHWAB & CO., INC.3+ 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 | $92,259 | $89,739+2.8% | $149,718-38.4% | $62,292+48.1% |
| Participation rate | 98.4% | 85.1%+13.3pp | 87.1%+11.4pp | 69.5%+28.9pp |
| Annual return | 16.93% | 21.01%-4.1pp | 1501.63%-1484.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $5,241 | $3,233+62.1% | $5,445-3.8% | $2,042+156.6% |
| Participant deferral / active EE | $4,833 | $4,797+0.7% | $6,569-26.4% | $3,169+52.5% |
| Admin fee / account holder | $249 | $551-54.7% | $11,283-97.8% | $479-48.0% |