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 | $57,433 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $84,352 | $109,359-22.9% | $162,163-48.0% | $72,985+15.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | 25.46%-6.6pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $10,570 | $3,907+170.5% | $5,614+88.3% | $2,440+333.2% |
| Participant deferral / active EE | $2,825 | $5,481-48.5% | $7,298-61.3% | $3,607-21.7% |
| Admin fee / account holder | $144 | $7,972-98.2% | $10,843-98.7% | $5,124-97.2% |