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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,878 |
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 | $44,939 | $122,239-63.2% | $184,203-75.6% | $74,495-39.7% |
| Participation rate | 94.9% | 85.5%+9.4pp | 86.8%+8.1pp | 67.2%+27.7pp |
| Annual return | 13.62% | 19.95%-6.3pp | 28.81%-15.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,935 | $4,537-57.3% | $6,427-69.9% | $2,623-26.2% |
| Participant deferral / active EE | $4,499 | $7,139-37.0% | $9,131-50.7% | $4,346+3.5% |
| Admin fee / account holder | $171 | $1,260-86.4% | $13,901-98.8% | $1,942-91.2% |