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 RESOURCES8+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $19,627 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,272 | $46,292-71.3% | $143,757-90.8% | $64,808-79.5% |
| Participation rate | 91.2% | 64.2%+27.0pp | 80.3%+10.9pp | 71.5%+19.8pp |
| Annual return | -15.76% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,634 | $2,646-0.4% | $5,637-53.3% | $4,310-38.9% |
| Admin fee / account holder | $17 | $154-88.7% | $14,673-99.9% | $188-90.7% |