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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,996 |
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 | $45,168 | $136,307-66.9% | $177,821-74.6% | $73,488-38.5% |
| Participation rate | 81.9% | 86.1%-4.2pp | 87.7%-5.8pp | 70.7%+11.2pp |
| Annual return | 12.78% | 18.68%-5.9pp | 48.32%-35.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,840 | $3,712+30.4% | $5,918-18.2% | $2,270+113.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $199 | $596-66.6% | $12,427-98.4% | $513-61.2% |