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 RESOURCES7+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $17,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,024 | $56,485-64.6% | $185,823-89.2% | $86,799-76.9% |
| Participation rate | 87.7% | 65.5%+22.2pp | 81.7%+6.0pp | 72.3%+15.4pp |
| Annual return | 93.10% | 118.04%-24.9pp | 122.05%-29.0pp | 97.91%-4.8pp |
| Employer contribution / active EE | $16 | $1,843-99.1% | $5,167-99.7% | $2,405-99.3% |
| Participant deferral / active EE | $2,544 | $2,553-0.4% | $5,568-54.3% | $4,131-38.4% |
| Admin fee / account holder | $20 | $150-86.6% | $16,237-99.9% | $170-88.2% |