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 RESOURCES6+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $14,107 |
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 | $13,079 | $52,293-75.0% | $178,490-92.7% | $73,409-82.2% |
| Participation rate | 81.7% | 65.3%+16.4pp | 81.9%-0.2pp | 72.2%+9.6pp |
| Annual return | 17.66% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $766 | $1,735-55.9% | $5,011-84.7% | $2,234-65.7% |
| Participant deferral / active EE | $2,654 | $2,332+13.8% | $5,202-49.0% | $3,805-30.3% |
| Admin fee / account holder | $22 | $127-82.9% | $13,984-99.8% | $158-86.2% |