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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,764 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,600 | $79,523+1.4% | $140,016-42.4% | $56,287+43.2% |
| Participation rate | 83.5% | 85.7%-2.2pp | 87.5%-4.0pp | 69.9%+13.6pp |
| Annual return | -3.74% | 2.39%-6.1pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,514 | $3,350-24.9% | $5,606-55.1% | $2,111+19.1% |
| Participant deferral / active EE | $3,712 | $5,129-27.6% | $6,927-46.4% | $3,350+10.8% |
| Admin fee / account holder | $253 | $614-58.8% | $10,705-97.6% | $521-51.4% |