Filed September 26, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 RESOURCES3+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $29,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,062 | $55,002-34.4% | $59,878-39.8% | $56,287-35.9% |
| Participation rate | 68.9% | 75.9%-7.0pp | 74.7%-5.8pp | 69.9%-0.9pp |
| Annual return | 8.68% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $946 | $2,448-61.4% | $2,722-65.2% | $2,111-55.2% |
| Participant deferral / active EE | $2,192 | $3,121-29.8% | $3,402-35.6% | $3,350-34.6% |
| Admin fee / account holder | $218 | $236-7.4% | $3,590-93.9% | $521-58.1% |