Filed January 27, 2018 (most recent of 2 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 | $45,906 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,827 | $89,739-33.3% | $149,718-60.0% | $62,292-4.0% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.7pp |
| Annual return | 12.80% | 21.01%-8.2pp | 1501.63%-1488.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $3,618 | $3,233+11.9% | $5,445-33.6% | $2,042+77.1% |
| Participant deferral / active EE | $4,053 | $4,797-15.5% | $6,569-38.3% | $3,169+27.9% |
| Admin fee / account holder | $261 | $551-52.7% | $11,283-97.7% | $479-45.6% |