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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.
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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 RESOURCES2+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $63,654 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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.)
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 | $76,240 | $46,732+63.1% | $156,549-51.3% | $55,167+38.2% |
| Participation rate | 69.8% | 65.8%+4.0pp | 84.0%-14.2pp | 69.0%+0.8pp |
| Annual return | 5.82% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,548 | $2,105+21.1% | $5,501-53.7% | $1,963+29.8% |
| Participant deferral / active EE | $3,444 | $2,204+56.2% | $4,871-29.3% | $3,054+12.8% |
| Admin fee / account holder | $501 | $418+19.8% | $13,027-96.2% | $504-0.5% |