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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,602 | $102,553-44.8% | $151,611-62.7% | $66,914-15.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.70% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,125 | $4,180-25.2% | $6,166-49.3% | $2,544+22.8% |
| Participant deferral / active EE | $3,804 | $6,641-42.7% | $8,363-54.5% | $4,237-10.2% |
| Admin fee / account holder | $107 | $630-83.0% | $11,616-99.1% | $593-82.0% |