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 BANK2 years Filed as: SECURITY BENEFIT Service code 15 · EIN 48-0409770 P.O. BOX 8355 · BOSTON, MA 022668355 | Recordkeeping | $59,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,083 | $55,415-9.6% | $155,509-67.8% | $74,495-32.8% |
| Participation rate | 58.3% | 61.9%-3.6pp | 78.2%-19.9pp | 67.2%-8.9pp |
| Annual return | 8.14% | 268.50%-260.4pp | 64.67%-56.5pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,655 | $2,267-27.0% | $4,672-64.6% | $2,623-36.9% |
| Participant deferral / active EE | $2,384 | $2,836-16.0% | $5,626-57.6% | $4,346-45.2% |
| Admin fee / account holder | $410 | $1,738-76.4% | $15,912-97.4% | $1,942-78.9% |