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 BANK6+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $80,964 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,026 | $111,608-7.7% | $177,821-42.1% | $73,409+40.3% |
| Participation rate | 97.0% | 87.9%+9.2pp | 87.7%+9.3pp | 72.2%+24.9pp |
| Annual return | 14.89% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,356 | $3,796-11.6% | $5,918-43.3% | $2,234+50.2% |
| Participant deferral / active EE | $6,301 | $6,199+1.6% | $7,714-18.3% | $3,805+65.6% |
| Admin fee / account holder | $231 | $166+39.3% | $12,427-98.1% | $158+46.1% |