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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 RESOURCES4+ years Service code 15 · EIN 48-0409770 5801 SW 6TH AVENUE · TOPEKA, KS 66636 | Recordkeeping | $83,278 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
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 | $77,784 | $47,977+62.1% | $154,107-49.5% | $56,287+38.2% |
| Participation rate | 73.6% | 66.2%+7.4pp | 83.0%-9.5pp | 69.9%+3.7pp |
| Annual return | -6.20% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,760 | $2,169+27.3% | $5,298-47.9% | $2,111+30.7% |
| Participant deferral / active EE | $3,163 | $2,392+32.2% | $5,081-37.7% | $3,350-5.6% |
| Admin fee / account holder | $595 | $438+35.7% | $13,411-95.6% | $521+14.2% |