Filed October 18, 2004
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 BANK10+ years Filed as: SECURITY NATIONAL BANK WEALTH MAN. Service code 13 · EIN 47-0485339 P.O.BOX 31400 · OMAHA, NE 68131 | Contract Administrator | $26,393 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,087 | $101,499+14.4% | $147,005-21.0% | $74,546+55.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 1.91% | 8732.34%-8730.4pp | 418.76%-416.9pp | 1366.03%-1364.1pp |
| Employer contribution / active EE | $10,918 | $3,811+186.5% | $4,934+121.3% | $2,624+316.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $165 | $1,748-90.6% | $13,006-98.7% | $1,944-91.5% |