Filed March 14, 2025 (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 | $45,871 |
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 | $81,893 | $79,523+3.0% | $140,016-41.5% | $56,287+45.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.52% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $6,534 | $3,350+95.0% | $5,606+16.6% | $2,111+209.5% |
| Participant deferral / active EE | $3,848 | $5,129-25.0% | $6,927-44.4% | $3,350+14.9% |
| Admin fee / account holder | $296 | $614-51.8% | $10,705-97.2% | $521-43.2% |