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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,342 |
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 | $33,360 | $74,089-55.0% | $133,980-75.1% | $55,167-39.5% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.1%+10.6pp | 69.0%+28.6pp |
| Annual return | 9.18% | 12.11%-2.9pp | 29.30%-20.1pp | 169.23%-160.0pp |
| Employer contribution / active EE | $5,218 | $3,064+70.3% | $5,211+0.1% | $1,963+165.9% |
| Participant deferral / active EE | $3,689 | $4,678-21.1% | $6,282-41.3% | $3,054+20.8% |
| Admin fee / account holder | $199 | $458-56.7% | $9,324-97.9% | $504-60.6% |