Filed July 6, 2015 (most recent of 5 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 9-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 | $10,313 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,001 | $98,982-88.9% | $162,163-93.2% | $65,185-83.1% |
| Participation rate | 88.4% | 85.8%+2.6pp | 87.6%+0.8pp | 70.2%+18.2pp |
| Annual return | 20.05% | 24.84%-4.8pp | 115.59%-95.5pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,736 | $5,384-49.2% | $7,298-62.5% | $3,514-22.1% |
| Admin fee / account holder | $47 | $596-92.0% | $10,843-99.6% | $847-94.4% |