Filed February 19, 2020
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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,694 |
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 | $48,040 | $98,982-51.5% | $162,163-70.4% | $65,185-26.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.47% | 24.84%-5.4pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,760 | $3,467-20.4% | $5,614-50.8% | $2,177+26.8% |
| Participant deferral / active EE | $3,181 | $5,384-40.9% | $7,298-56.4% | $3,514-9.5% |
| Admin fee / account holder | $104 | $596-82.5% | $10,843-99.0% | $847-87.7% |