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 COMPANY1+ years Service code 14 · EIN 39-0230590 | Plan Administrator | $948 |
CMFG LIFE INSURANCE COMPANY1+ years Filed as: CMFG LIFE INSURANCE COMANY Service code 60 | Sub-TA Fees | $0 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 14 KING'S POINTE ROAD · TOLEDO, OH 43617 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,921 | $70,667-43.5% | $123,104-67.6% | $52,331-23.7% |
| Participation rate | 95.9% | 83.7%+12.2pp | 86.8%+9.2pp | 68.1%+27.8pp |
| Annual return | -1.12% | 6.23%-7.4pp | 13.22%-14.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $470 | $2,946-84.0% | $5,151-90.9% | $1,882-75.0% |
| Participant deferral / active EE | $2,382 | $4,493-47.0% | $6,230-61.8% | $3,022-21.2% |
| Admin fee / account holder | $29 | $506-94.2% | $9,015-99.7% | $592-95.0% |