See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 BANK1 year Service code 21 · EIN 42-0943319 | Bank Trustee | $570 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $130 |
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 | $58,631 | $38,365+52.8% | $84,611-30.7% | $65,185-10.1% |
| Participation rate | 77.5% | 55.7%+21.9pp | 68.2%+9.3pp | 70.2%+7.3pp |
| Annual return | 25.30% | 32.00%-6.7pp | 258.74%-233.4pp | 29.38%-4.1pp |
| Employer contribution / active EE | $3,359 | $1,258+166.9% | $2,652+26.6% | $2,177+54.3% |
| Participant deferral / active EE | $5,246 | $2,278+130.3% | $3,899+34.6% | $3,514+49.3% |
| Admin fee / account holder | $5 | $451-98.8% | $4,912-99.9% | $847-99.4% |