Filed January 22, 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 | $67,395 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,627 |
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 | $99,509 | $89,739+10.9% | $149,718-33.5% | $62,292+59.7% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 15.68% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,835 | $3,233-12.3% | $5,445-47.9% | $2,042+38.8% |
| Participant deferral / active EE | $4,796 | $4,7970% | $6,569-27.0% | $3,169+51.3% |
| Admin fee / account holder | $225 | $551-59.2% | $11,283-98.0% | $479-53.1% |