Filed March 14, 2023 (most recent of 3 filings on file)
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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,572 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,218 | $89,739-3.9% | $149,718-42.4% | $62,292+38.4% |
| Participation rate | 90.1% | 85.1%+5.0pp | 87.1%+3.0pp | 69.5%+20.6pp |
| Annual return | 13.33% | 21.01%-7.7pp | 1501.63%-1488.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $2,534 | $3,233-21.6% | $5,445-53.5% | $2,042+24.1% |
| Participant deferral / active EE | $3,948 | $4,797-17.7% | $6,569-39.9% | $3,169+24.6% |
| Admin fee / account holder | $227 | $551-58.9% | $11,283-98.0% | $479-52.7% |