Filed December 5, 2022 (most recent of 4 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 | $218,120 |
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 | $67,021 | $80,005-16.2% | $140,016-52.1% | $55,725+20.3% |
| Participation rate | 99.9% | 87.0%+12.9pp | 87.5%+12.4pp | 70.9%+29.0pp |
| Annual return | 51.79% | 0.46%+51.3pp | 651.12%-599.3pp | 244.93%-193.1pp |
| Employer contribution / active EE | $3,265 | $3,403-4.1% | $5,606-41.8% | $2,078+57.1% |
| Participant deferral / active EE | $3,582 | $5,264-31.9% | $6,927-48.3% | $3,356+6.8% |
| Admin fee / account holder | $243 | $116+110.2% | $10,705-97.7% | $115+111.1% |