Filed January 22, 2021 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY NATIONAL BANK9+ years Service code 21 · EIN 42-0943319 | Bank Trustee | $99,049 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,091 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $117,498 | $100,227+17.2% | $169,993-30.9% | $74,419+57.9% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 15.56% | 66.08%-50.5pp | 53.37%-37.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $3,852 | $4,263-9.6% | $6,785-43.2% | $2,637+46.0% |
| Participant deferral / active EE | $7,243 | $7,143+1.4% | $10,408-30.4% | $4,528+60.0% |
| Admin fee / account holder | $279 | $234+18.9% | $12,815-97.8% | $348-19.9% |