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 | $40,037 |
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 | $37,877 | $130,194-70.9% | $169,993-77.7% | $71,457-47.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.76% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,951 | $4,381-55.5% | $6,785-71.2% | $2,588-24.6% |
| Participant deferral / active EE | $4,154 | $6,923-40.0% | $10,408-60.1% | $4,289-3.1% |
| Admin fee / account holder | $162 | $966-83.3% | $12,815-98.7% | $1,587-89.8% |