Filed November 28, 2023 (most recent of 4 filings on file)
Total covered: 305 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,885 |
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 | $35,475 | $70,667-49.8% | $123,104-71.2% | $52,331-32.2% |
| Participation rate | 96.0% | 83.7%+12.3pp | 86.8%+9.3pp | 68.1%+27.9pp |
| Annual return | -2.76% | 6.23%-9.0pp | 13.22%-16.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $5,884 | $2,946+99.7% | $5,151+14.2% | $1,882+212.7% |
| Participant deferral / active EE | $3,823 | $4,493-14.9% | $6,230-38.6% | $3,022+26.5% |
| Admin fee / account holder | $291 | $506-42.6% | $9,015-96.8% | $592-50.8% |