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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,101 |
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 | $57,733 | $94,529-38.9% | $140,016-58.8% | $64,186-10.1% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.8pp |
| Annual return | -3.88% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,872 | $3,812+54.0% | $5,606+4.8% | $2,381+146.7% |
| Participant deferral / active EE | $2,623 | $5,250-50.0% | $6,927-62.1% | $3,470-24.4% |
| Admin fee / account holder | $283 | $6,741-95.8% | $10,705-97.4% | $4,888-94.2% |