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 RESOURCES5+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $13,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,521 | $62,928-83.3% | $172,739-93.9% | $67,579-84.4% |
| Participation rate | 78.1% | 64.5%+13.6pp | 82.6%-4.6pp | 71.3%+6.8pp |
| Annual return | 23.14% | 30.36%-7.2pp | 802.84%-779.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,538 | $2,145+18.3% | $5,198-51.2% | $3,539-28.3% |
| Admin fee / account holder | $22 | $167-86.7% | $13,954-99.8% | $142-84.4% |