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 6-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 BANK1+ years Service code 15 · EIN 42-0943139 | Recordkeeping | $20,724 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $400 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
THURMAN, COMES, FOLEY & CO., LLP1+ years Service code 10 · EIN 46-0446170 | Accounting | $0 |
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 | $35,293 | $56,972-38.1% | $182,532-80.7% | $65,185-45.9% |
| Participation rate | 93.5% | 66.5%+27.0pp | 78.0%+15.6pp | 70.2%+23.3pp |
| Annual return | 32.42% | 27.67%+4.8pp | 148.54%-116.1pp | 29.38%+3.0pp |
| Employer contribution / active EE | $1,525 | $1,615-5.6% | $4,076-62.6% | $2,177-30.0% |
| Participant deferral / active EE | $3,735 | $3,526+5.9% | $5,524-32.4% | $3,514+6.3% |
| Admin fee / account holder | $104 | $528-80.3% | $8,592-98.8% | $847-87.7% |