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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $8,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,153 | $130,194-4.6% | $169,993-27.0% | $71,457+73.7% |
| Participation rate | 95.2% | 86.1%+9.0pp | 87.0%+8.2pp | 67.9%+27.2pp |
| Annual return | 18.75% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,676 | $4,381-38.9% | $6,785-60.6% | $2,588+3.4% |
| Participant deferral / active EE | $5,439 | $6,923-21.4% | $10,408-47.7% | $4,289+26.8% |
| Admin fee / account holder | $62 | $966-93.6% | $12,815-99.5% | $1,587-96.1% |