Filed February 19, 2020
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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $23,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,208 | $121,341-47.9% | $189,513-66.6% | $79,386-20.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.15% | 21.08%-5.9pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $3,175 | $3,915-18.9% | $6,162-48.5% | $2,427+30.8% |
| Participant deferral / active EE | $3,996 | $6,395-37.5% | $8,221-51.4% | $4,046-1.2% |
| Admin fee / account holder | $115 | $651-82.4% | $12,045-99.0% | $626-81.7% |