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 COMPANY6 years Filed as: CUNA MUTUAL Service code 15 · EIN 23-7065623 | Recordkeeping | $22,974 |
Filed as: DOUGLAS B ARNELL Service code 26 142 E 200 S · SALT LAKE CITY, UT 84111 | Advisory (Participants) | $1,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,856 | $295,684-86.5% | $154,803-74.3% | - |
| Participation rate | 43.4% | 53.1%-9.6pp | 78.1%-34.6pp | - |
| Annual return | 10.76% | 11.49%-0.7pp | 58.88%-48.1pp | - |
| Employer contribution / active EE | $984 | $1,145-14.0% | $4,305-77.1% | - |
| Participant deferral / active EE | $926 | $2,052-54.9% | $5,540-83.3% | - |
| Admin fee / account holder | $293 | $60,072-99.5% | $14,329-98.0% | - |