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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $19,082 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,692 | $136,307-60.6% | $177,821-69.8% | $73,488-26.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.13% | 18.68%-2.6pp | 48.32%-32.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,240 | $3,712-12.7% | $5,918-45.3% | $2,270+42.7% |
| Participant deferral / active EE | $3,878 | $5,829-33.5% | $7,714-49.7% | $3,740+3.7% |
| Admin fee / account holder | $90 | $596-84.8% | $12,427-99.3% | $513-82.4% |