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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.
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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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $38,891 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,838 | $137,414-68.8% | $189,513-77.4% | $85,850-50.1% |
| Participation rate | 92.6% | 84.6%+8.0pp | 87.8%+4.8pp | 69.3%+23.3pp |
| Annual return | 14.04% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,713 | $4,344-60.6% | $6,162-72.2% | $2,565-33.2% |
| Participant deferral / active EE | $2,585 | $6,260-58.7% | $8,221-68.6% | $3,952-34.6% |
| Admin fee / account holder | $373 | $8,630-95.7% | $12,045-96.9% | $6,260-94.0% |