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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,225 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,557 | $121,341-73.2% | $189,513-82.8% | $79,386-59.0% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.91% | 21.08%-5.2pp | 555.15%-539.2pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,603 | $3,915-59.1% | $6,162-74.0% | $2,427-34.0% |
| Participant deferral / active EE | $3,322 | $6,395-48.1% | $8,221-59.6% | $4,046-17.9% |
| Admin fee / account holder | $186 | $651-71.5% | $12,045-98.5% | $626-70.4% |