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 FINANCIAL RESOURCES4 years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $3,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,330 | $58,879-51.9% | $178,490-84.1% | $73,488-61.5% |
| Participation rate | 40.8% | 66.2%-25.4pp | 81.9%-41.1pp | 70.7%-29.9pp |
| Annual return | 13.84% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $569 | $2,236-74.6% | $5,011-88.6% | $2,270-74.9% |
| Participant deferral / active EE | $1,162 | $2,567-54.8% | $5,202-77.7% | $3,740-68.9% |
| Admin fee / account holder | $59 | $400-85.2% | $13,984-99.6% | $513-88.5% |