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 7-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 NATIONAL BANK2+ years Filed as: SECURITY BENEFIT LIFE Service code 13 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Contract Administrator | $16,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,225 | $110,699+6.8% | $177,821-33.5% | $90,288+30.9% |
| Participation rate | 99.7% | 88.3%+11.4pp | 87.7%+12.0pp | 73.4%+26.4pp |
| Annual return | 16.25% | 22.79%-6.5pp | 48.32%-32.1pp | 53.97%-37.7pp |
| Employer contribution / active EE | $6,390 | $4,118+55.2% | $5,918+8.0% | $2,524+153.2% |
| Participant deferral / active EE | $7,066 | $6,731+5.0% | $7,714-8.4% | $4,232+67.0% |
| Admin fee / account holder | $7 | $90-92.5% | $12,427-99.9% | $114-94.1% |