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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $12,843 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $9,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,873 | $111,491-56.2% | $189,513-74.2% | $86,799-43.7% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.8%+8.2pp | 72.3%+23.8pp |
| Annual return | 20.84% | 83.50%-62.7pp | 555.15%-534.3pp | 97.91%-77.1pp |
| Employer contribution / active EE | $2,516 | $3,951-36.3% | $6,162-59.2% | $2,405+4.6% |
| Participant deferral / active EE | $4,123 | $6,437-35.9% | $8,221-49.9% | $4,131-0.2% |
| Admin fee / account holder | $59 | $189-68.7% | $12,045-99.5% | $170-65.2% |