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 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $105,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,749 | $55,415+143.2% | $155,509-13.4% | $74,495+80.9% |
| Participation rate | 57.0% | 61.9%-4.9pp | 78.2%-21.2pp | 67.2%-10.2pp |
| Annual return | 10.42% | 268.50%-258.1pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,674 | $2,267+17.9% | $4,672-42.8% | $2,623+1.9% |
| Participant deferral / active EE | $3,763 | $2,836+32.7% | $5,626-33.1% | $4,346-13.4% |
| Admin fee / account holder | $763 | $1,738-56.1% | $15,912-95.2% | $1,942-60.7% |