Filed February 21, 2024 (most recent of 6 filings on file)
Total covered: 2 employees
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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $6,500 |
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 | $77,830 | $88,515-12.1% | $162,163-52.0% | $67,579+15.2% |
| Participation rate | 98.9% | 86.8%+12.1pp | 87.6%+11.3pp | 71.3%+27.6pp |
| Annual return | 20.39% | 27.04%-6.7pp | 115.59%-95.2pp | 378.56%-358.2pp |
| Employer contribution / active EE | $4,192 | $3,563+17.6% | $5,614-25.3% | $2,148+95.2% |
| Participant deferral / active EE | $3,589 | $5,724-37.3% | $7,298-50.8% | $3,539+1.4% |
| Admin fee / account holder | $21 | $124-83.2% | $10,843-99.8% | $142-85.4% |