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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,210 |
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 | $33,780 | $130,194-74.1% | $169,993-80.1% | $71,457-52.7% |
| Participation rate | 78.3% | 86.1%-7.9pp | 87.0%-8.7pp | 67.9%+10.4pp |
| Annual return | 15.68% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,772 | $4,381+8.9% | $6,785-29.7% | $2,588+84.4% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $141 | $966-85.4% | $12,815-98.9% | $1,587-91.1% |