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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $4,321,865 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $90,351 |
Service code 24 · EIN 35-2491258 | Discretionary Trustee | $85,020 |
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 | $68,633 | $32,762+109.5% | $84,611-18.9% | $89,569-23.4% |
| Participation rate | 92.4% | 34.6%+57.8pp | 68.2%+24.2pp | 69.6%+22.8pp |
| Annual return | 28.69% | 28.37%+0.3pp | 258.74%-230.1pp | 34.56%-5.9pp |
| Employer contribution / active EE | $3,059 | $564+442.7% | $2,652+15.3% | $2,584+18.4% |
| Participant deferral / active EE | $3,733 | $1,501+148.7% | $3,899-4.3% | $4,220-11.5% |
| Admin fee / account holder | $255 | $82+208.7% | $4,912-94.8% | $72+255.5% |