Filed February 11, 2020 (most recent of 11 filings on file)
Total covered: 10 employees
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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,528 |
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 | $69,626 | $79,523-12.4% | $140,016-50.3% | $56,287+23.7% |
| Participation rate | 98.3% | 85.7%+12.6pp | 87.5%+10.8pp | 69.9%+28.5pp |
| Annual return | -6.16% | 2.39%-8.5pp | 651.12%-657.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $9,238 | $3,350+175.8% | $5,606+64.8% | $2,111+337.6% |
| Participant deferral / active EE | $5,372 | $5,129+4.8% | $6,927-22.4% | $3,350+60.4% |
| Admin fee / account holder | $18 | $614-97.1% | $10,705-99.8% | $521-96.5% |