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 BANK2+ years Service code 15 · EIN 42-0943139 | Recordkeeping | $20,712 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $790 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $43,971 | $62,132-29.2% | $185,823-76.3% | $73,488-40.2% |
| Participation rate | 93.2% | 67.8%+25.4pp | 78.0%+15.2pp | 70.7%+22.6pp |
| Annual return | 15.80% | 20.44%-4.6pp | 35.95%-20.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,654 | $1,681-1.6% | $4,087-59.5% | $2,270-27.1% |
| Participant deferral / active EE | $4,239 | $3,711+14.2% | $5,632-24.7% | $3,740+13.4% |
| Admin fee / account holder | $105 | $419-75.0% | $9,500-98.9% | $513-79.6% |