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 10-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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,103 |
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 | $45,537 | $63,114-27.8% | $92,893-51.0% | $65,185-30.1% |
| Participation rate | 73.4% | 68.8%+4.6pp | 76.0%-2.6pp | 70.2%+3.2pp |
| Annual return | 21.12% | 28.75%-7.6pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,822 | $2,571-29.1% | $3,653-50.1% | $2,177-16.3% |
| Participant deferral / active EE | $2,699 | $3,108-13.2% | $4,236-36.3% | $3,514-23.2% |
| Admin fee / account holder | $271 | $624-56.5% | $5,794-95.3% | $847-68.0% |