Filed January 8, 2024
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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,289 |
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 | $59,265 | $82,032-27.8% | $123,104-51.9% | $59,632-0.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 2.59% | 5.12%-2.5pp | 13.22%-10.6pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $2,967 | $3,297-10.0% | $5,151-42.4% | $2,203+34.7% |
| Participant deferral / active EE | $2,453 | $4,667-47.4% | $6,230-60.6% | $3,192-23.1% |
| Admin fee / account holder | $242 | $5,881-95.9% | $9,015-97.3% | $4,297-94.4% |