Filed April 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY6+ years Service code 11 · EIN 39-0230590 | Actuarial | $194,739 |
TRUSTEED RETIREMENT PROGRAM6+ years Service code 20 · EIN 47-3860238 | Investment management fees paid direc... | $6,226 |
See 1 actuary disclosure with Solo.
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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 | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 13.88% | 9.58%+4.3pp | 9.52%+4.4pp | 11.45%+2.4pp |
| Employer contribution / active EE | $8,192 | $21,155-61.3% | $41,951-80.5% | $17,219-52.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |