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 BANK8+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $93,689 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,618 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,692 | $86,897+15.9% | $151,611-33.6% | $64,808+55.4% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.5%+8.7pp | 71.5%+24.7pp |
| Annual return | -14.78% | -3.57%-11.2pp | 3.33%-18.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,315 | $4,010-17.3% | $6,166-46.2% | $2,506+32.3% |
| Participant deferral / active EE | $6,309 | $6,690-5.7% | $8,363-24.6% | $4,310+46.4% |
| Admin fee / account holder | $267 | $153+74.6% | $11,616-97.7% | $188+42.2% |