Filed April 11, 2017 (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 | $27,520 |
Participant contribution per participant 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 | $34,408 | $79,523-56.7% | $140,016-75.4% | $56,287-38.9% |
| Participation rate | 84.6% | 85.7%-1.2pp | 87.5%-2.9pp | 69.9%+14.7pp |
| Annual return | -4.68% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,104 | $3,350+22.5% | $5,606-26.8% | $2,111+94.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $208 | $614-66.1% | $10,705-98.1% | $521-60.0% |