Filed June 17, 2025 (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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $22,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,674 | $123,793-77.6% | $177,821-84.4% | $79,858-65.3% |
| Participation rate | 98.8% | 84.7%+14.2pp | 87.7%+11.1pp | 69.6%+29.2pp |
| Annual return | 10.96% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,089 | $4,095-73.4% | $5,918-81.6% | $2,471-55.9% |
| Participant deferral / active EE | $2,833 | $5,956-52.4% | $7,714-63.3% | $3,740-24.3% |
| Admin fee / account holder | $152 | $7,243-97.9% | $12,427-98.8% | $5,306-97.1% |