Filed February 3, 2020 (most recent of 4 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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,367 | $79,523-54.3% | $140,016-74.0% | $56,287-35.4% |
| Participation rate | 91.9% | 85.7%+6.2pp | 87.5%+4.4pp | 69.9%+22.0pp |
| Annual return | -6.95% | 2.39%-9.3pp | 651.12%-658.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,171 | $3,350-35.2% | $5,606-61.3% | $2,111+2.8% |
| Participant deferral / active EE | $2,983 | $5,129-41.8% | $6,927-56.9% | $3,350-10.9% |
| Admin fee / account holder | $193 | $614-68.6% | $10,705-98.2% | $521-63.0% |