Filed April 11, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,832 |
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 | $34,373 | $122,239-71.9% | $184,203-81.3% | $74,495-53.9% |
| Participation rate | 88.1% | 85.5%+2.7pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 13.39% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,422 | $4,537+19.5% | $6,427-15.6% | $2,623+106.7% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $124 | $1,260-90.2% | $13,901-99.1% | $1,942-93.6% |