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 RESOURCES9+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $21,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,133 | $47,126-61.5% | $149,673-87.9% | $74,419-75.6% |
| Participation rate | 88.7% | 63.4%+25.3pp | 78.8%+10.0pp | 70.7%+18.0pp |
| Annual return | 15.99% | 22.75%-6.8pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $767 | $1,905-59.7% | $4,818-84.1% | $2,637-70.9% |
| Participant deferral / active EE | $2,693 | $2,728-1.3% | $5,680-52.6% | $4,528-40.5% |
| Admin fee / account holder | $22 | $343-93.5% | $13,210-99.8% | $348-93.6% |