See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITY FINANCIAL RESOURCES10+ years Service code 26 · EIN 48-0409770 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Advisory (Participants) | $581,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,867 | $96,018+76.9% | $65,493+159.4% | $85,563+98.5% |
| Participation rate | 86.8% | 74.8%+11.9pp | 73.1%+13.7pp | 66.0%+20.8pp |
| Annual return | 19.79% | 14.51%+5.3pp | 982.45%-962.7pp | 31.51%-11.7pp |
| Employer contribution / active EE | $11,187 | $3,235+245.8% | $2,574+334.6% | $2,654+321.6% |
| Participant deferral / active EE | $6,775 | $4,055+67.1% | $3,961+71.1% | $4,375+54.9% |
| Admin fee / account holder | $972 | $271+259.4% | $5,028-80.7% | $834+16.6% |