Filed March 7, 2022 (most recent of 2 filings on file)
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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $7,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,879 | $102,553+2.3% | $151,611-30.8% | $66,914+56.7% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.5%+6.5pp | 69.8%+24.2pp |
| Annual return | -6.50% | -10.82%+4.3pp | 3.33%-9.8pp | 1.58%-8.1pp |
| Employer contribution / active EE | $2,472 | $4,180-40.9% | $6,166-59.9% | $2,544-2.9% |
| Participant deferral / active EE | $5,231 | $6,641-21.2% | $8,363-37.4% | $4,237+23.5% |
| Admin fee / account holder | $69 | $630-89.0% | $11,616-99.4% | $593-88.3% |