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 COMPANY3+ years Filed as: CMFG LIFE INSURANCE COMPAN Service code 15 · EIN 39-0230590 | Recordkeeping | $48,144 |
CMFG LIFE INSURANCE COMPANY3+ years Service code 60 | Sub-TA Fees | $0 |
CMG LIFE INSURANCE COMPANY1 year 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 | $48,127 | $89,739-46.4% | $149,718-67.9% | $62,292-22.7% |
| Participation rate | 97.7% | 85.1%+12.6pp | 87.1%+10.6pp | 69.5%+28.2pp |
| Annual return | 17.48% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,925 | $3,233-9.5% | $5,445-46.3% | $2,042+43.2% |
| Participant deferral / active EE | $3,713 | $4,797-22.6% | $6,569-43.5% | $3,169+17.2% |
| Admin fee / account holder | $231 | $551-58.0% | $11,283-97.9% | $479-51.7% |