See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $150,711 |
Filed as: BOARD OF TRUSTEES OF RETIREMENT Service code 24 · EIN 47-3860238 | Discretionary Trustee | $9,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,001 | $129,021+13.9% | $184,203-20.2% | $77,643+89.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.28% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $8,583 | $4,413+94.5% | $6,427+33.5% | $2,726+214.9% |
| Participant deferral / active EE | $5,072 | $7,297-30.5% | $9,131-44.5% | $4,647+9.1% |
| Admin fee / account holder | $302 | $254+18.8% | $13,901-97.8% | $430-29.9% |