Filed October 25, 2024 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES3+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $6,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,819 | $46,173-65.7% | $170,442-90.7% | $69,631-77.3% |
| Participation rate | 49.9% | 63.9%-14.0pp | 83.6%-33.7pp | 70.7%-20.8pp |
| Annual return | 15.73% | 21.62%-5.9pp | 205.93%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $587 | $1,610-63.6% | $5,433-89.2% | $2,032-71.1% |
| Participant deferral / active EE | $2,002 | $2,080-3.8% | $4,939-59.5% | $3,224-37.9% |
| Admin fee / account holder | $25 | $116-78.1% | $13,880-99.8% | $110-77.0% |