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 9-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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $14,349 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,437 | $50,175-75.2% | $99,443-87.5% | $65,185-80.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 280.72% | 25.36%+255.4pp | 30.72%+250.0pp | 29.38%+251.3pp |
| Employer contribution / active EE | $816 | $1,496-45.4% | $2,540-67.9% | $2,177-62.5% |
| Participant deferral / active EE | $2,633 | $2,748-4.2% | $3,619-27.2% | $3,514-25.1% |
| Admin fee / account holder | $134 | $398-66.4% | $6,250-97.9% | $847-84.2% |