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 15 · EIN 42-0943319 | Recordkeeping | $24,674 |
FIRST BANK & TRUST9+ years Filed as: FIRST BANK UPPER MICHIGAN Service code 21 2800 LUDINGTON ST · ESCANABA, MI 49829 | Bank Trustee | $13,032 |
Filed as: ANDERSON TACKMAN Service code 10 · EIN 38-1977929 | Accounting | $10,100 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCWHAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,386 |
CHARLES SCHWAB & CO., INC.9+ years 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 | $56,480 | $80,968-30.2% | $96,544-41.5% | $75,163-24.9% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 16.30% | 27.06%-10.8pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,259 | $2,282-44.8% | $2,965-57.5% | $2,670-52.9% |
| Participant deferral / active EE | $3,338 | $3,928-15.0% | $4,851-31.2% | $4,125-19.1% |
| Admin fee / account holder | $451 | $6,724-93.3% | $8,252-94.5% | $5,651-92.0% |