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 | $101,317+14.6% | $146,958-21.0% | $74,495+55.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 1.91% | 8730.91%-8729.0pp | 418.34%-416.4pp | 1364.94%-1363.0pp |
| Employer contribution / active EE | $10,918 | $3,810+186.5% | $4,933+121.3% | $2,623+316.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $165 | $1,739-90.5% | $12,998-98.7% | $1,942-91.5% |