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 RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 666360001 | Recordkeeping | $3,380 |
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 | $33,360 | $46,072-27.6% | $70,014-52.4% | $55,167-39.5% |
| Participation rate | 73.1% | 67.5%+5.6pp | 71.8%+1.3pp | 69.0%+4.1pp |
| Annual return | 9.97% | 8.68%+1.3pp | 12.99%-3.0pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,622 | $1,500+74.8% | $2,338+12.1% | $1,963+33.6% |
| Participant deferral / active EE | $3,898 | $2,344+66.3% | $2,931+33.0% | $3,054+27.6% |
| Admin fee / account holder | $32 | $428-92.6% | $4,380-99.3% | $504-93.7% |