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 RESOURCES1+ years Service code 15 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $15,590 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,649 | $46,360-64.1% | $147,614-88.7% | $52,331-68.2% |
| Participation rate | 78.3% | 64.9%+13.4pp | 84.6%-6.3pp | 68.1%+10.2pp |
| Annual return | -3.18% | 1.62%-4.8pp | 61.98%-65.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,407 | $2,126-33.8% | $5,564-74.7% | $1,882-25.2% |
| Participant deferral / active EE | $1,840 | $2,258-18.5% | $4,895-62.4% | $3,022-39.1% |
| Admin fee / account holder | $51 | $766-93.3% | $11,611-99.6% | $592-91.3% |