Filed November 23, 2021
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 | $40,938 |
THE MCMILLEN COMPANY PC1 year Filed as: MCMILLEN DOVALI CO., PC Service code 10 · EIN 47-0750984 | Accounting | $16,500 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,494 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,296 | $87,870-14.3% | $113,168-33.5% | $74,304+1.3% |
| Participation rate | 86.5% | 70.7%+15.8pp | 76.6%+9.9pp | 60.3%+26.2pp |
| Annual return | 21.04% | 26.44%-5.4pp | 24.27%-3.2pp | 29.43%-8.4pp |
| Employer contribution / active EE | $1,306 | $2,277-42.7% | $2,975-56.1% | $2,241-41.7% |
| Participant deferral / active EE | $3,464 | $4,241-18.3% | $5,107-32.2% | $3,767-8.1% |
| Admin fee / account holder | $423 | $3,368-87.4% | $12,068-96.5% | $2,969-85.7% |