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 | $37,314 |
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 | $28,777 | $102,553-71.9% | $151,611-81.0% | $66,914-57.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.1pp | 69.8%+29.7pp |
| Annual return | -14.24% | -10.82%-3.4pp | 3.33%-17.6pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,706 | $4,180-59.2% | $6,166-72.3% | $2,544-32.9% |
| Participant deferral / active EE | $3,672 | $6,641-44.7% | $8,363-56.1% | $4,237-13.3% |
| Admin fee / account holder | $152 | $630-75.9% | $11,616-98.7% | $593-74.4% |