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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,979 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,971 | $102,553-64.9% | $151,611-76.3% | $66,914-46.2% |
| Participation rate | 76.2% | 85.5%-9.3pp | 87.5%-11.3pp | 69.8%+6.4pp |
| Annual return | -15.00% | -10.82%-4.2pp | 3.33%-18.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,524 | $4,180+8.2% | $6,166-26.6% | $2,544+77.8% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $154 | $630-75.6% | $11,616-98.7% | $593-74.1% |