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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Filed as: CMFG LIFE INSURANCE COMPAN Service code 15 · EIN 39-0230590 | Recordkeeping | $2,495 |
CMFG LIFE INSURANCE COMPANY1+ years Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $43,749 | $70,667-38.1% | $123,104-64.5% | $52,331-16.4% |
| Participation rate | 90.8% | 83.7%+7.0pp | 86.8%+4.0pp | 68.1%+22.7pp |
| Annual return | 1.12% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $3,080 | $2,946+4.5% | $5,151-40.2% | $1,882+63.7% |
| Participant deferral / active EE | $3,479 | $4,493-22.6% | $6,230-44.1% | $3,022+15.1% |
| Admin fee / account holder | $15 | $506-97.1% | $9,015-99.8% | $592-97.5% |