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 COMPANY2+ years Filed as: CMFG LIFE INSURANCE COMPAN Service code 15 · EIN 39-0230590 | Recordkeeping | $40,810 |
CMFG LIFE INSURANCE COMPANY2+ years Service code 60 | Sub-TA Fees | $0 |
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 | $44,921 | $74,089-39.4% | $133,980-66.5% | $55,167-18.6% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.1%+11.3pp | 69.0%+29.4pp |
| Annual return | 8.36% | 12.11%-3.8pp | 29.30%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,814 | $3,064-8.1% | $5,211-46.0% | $1,963+43.4% |
| Participant deferral / active EE | $3,469 | $4,678-25.9% | $6,282-44.8% | $3,054+13.6% |
| Admin fee / account holder | $217 | $458-52.6% | $9,324-97.7% | $504-56.9% |