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 | $72,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,559 | $98,982-16.6% | $162,163-49.1% | $65,185+26.7% |
| Participation rate | 99.1% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+28.9pp |
| Annual return | 18.63% | 24.84%-6.2pp | 115.59%-97.0pp | 29.38%-10.8pp |
| Employer contribution / active EE | $3,743 | $3,467+8.0% | $5,614-33.3% | $2,177+72.0% |
| Participant deferral / active EE | $3,979 | $5,384-26.1% | $7,298-45.5% | $3,514+13.2% |
| Admin fee / account holder | $481 | $596-19.3% | $10,843-95.6% | $847-43.2% |