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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,559 |
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 | $38,182 | $89,739-57.5% | $149,718-74.5% | $62,292-38.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.73% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $5,321 | $3,233+64.6% | $5,445-2.3% | $2,042+160.6% |
| Participant deferral / active EE | $3,702 | $4,797-22.8% | $6,569-43.6% | $3,169+16.8% |
| Admin fee / account holder | $235 | $551-57.3% | $11,283-97.9% | $479-50.9% |