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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $25,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,055 | $122,239-36.1% | $184,203-57.6% | $74,495+4.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.01% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,513 | $4,537-22.6% | $6,427-45.3% | $2,623+33.9% |
| Participant deferral / active EE | $4,145 | $7,139-41.9% | $9,131-54.6% | $4,346-4.6% |
| Admin fee / account holder | $125 | $1,260-90.1% | $13,901-99.1% | $1,942-93.6% |