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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,623 | $55,214-60.8% | $104,607-79.3% | $73,488-70.6% |
| Participation rate | 53.4% | 67.8%-14.5pp | 74.1%-20.7pp | 70.7%-17.3pp |
| Annual return | 11.90% | 24.79%-12.9pp | 340.46%-328.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $697 | $1,468-52.5% | $2,681-74.0% | $2,270-69.3% |
| Participant deferral / active EE | $2,512 | $2,925-14.1% | $3,740-32.8% | $3,740-32.8% |
| Admin fee / account holder | $268 | $424-36.7% | $6,473-95.9% | $513-47.7% |