Filed October 18, 2004
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 RESOURCES2+ years Service code 15 · EIN 48-1236469 ONE SECURITY BENEFIT PLACE · TOPEKA, KS 66636 | Recordkeeping | $3,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,520 | $38,969-75.6% | $109,313-91.3% | $55,167-82.7% |
| Participation rate | 57.0% | 58.2%-1.2pp | 71.3%-14.3pp | 69.0%-12.0pp |
| Annual return | 8.12% | 8.26%-0.1pp | 22.07%-13.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $469 | $1,227-61.8% | $3,892-88.0% | $1,963-76.1% |
| Participant deferral / active EE | $758 | $2,176-65.1% | $3,166-76.1% | $3,054-75.2% |
| Admin fee / account holder | $32 | $501-93.6% | $5,666-99.4% | $504-93.7% |