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 BANK4+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $70,355 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,814 |
CHARLES SCHWAB & CO., INC.4+ 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 | $79,105 | $80,005-1.1% | $140,016-43.5% | $55,725+42.0% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.4pp |
| Annual return | -5.60% | 0.46%-6.1pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,860 | $3,403-15.9% | $5,606-49.0% | $2,078+37.6% |
| Participant deferral / active EE | $5,036 | $5,264-4.3% | $6,927-27.3% | $3,356+50.1% |
| Admin fee / account holder | $218 | $116+88.8% | $10,705-98.0% | $115+89.6% |