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 COMPANY11+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,914 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,972 | $131,799-37.0% | $200,582-58.6% | $85,563-3.0% |
| Participation rate | 94.4% | 87.9%+6.4pp | 86.9%+7.5pp | 66.0%+28.4pp |
| Annual return | 16.99% | 21.59%-4.6pp | 42.33%-25.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,992 | $4,532-34.0% | $6,419-53.4% | $2,654+12.8% |
| Participant deferral / active EE | $6,456 | $7,702-16.2% | $9,331-30.8% | $4,375+47.6% |
| Admin fee / account holder | $132 | $235-43.8% | $16,305-99.2% | $834-84.2% |