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 | $33,652 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,186 | $136,307-77.9% | $177,821-83.0% | $73,488-58.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.71% | 18.68%-5.0pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,543 | $3,712-58.4% | $5,918-73.9% | $2,270-32.1% |
| Participant deferral / active EE | $3,169 | $5,829-45.6% | $7,714-58.9% | $3,740-15.3% |
| Admin fee / account holder | $142 | $596-76.2% | $12,427-98.9% | $513-72.4% |