Filed August 18, 2023 (most recent of 7 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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $188,381 |
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 | $42,812 | $80,005-46.5% | $140,016-69.4% | $55,725-23.2% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.7pp |
| Annual return | -3.22% | 0.46%-3.7pp | 651.12%-654.3pp | 244.93%-248.2pp |
| Employer contribution / active EE | $4,841 | $3,403+42.3% | $5,606-13.7% | $2,078+132.9% |
| Participant deferral / active EE | $5,327 | $5,264+1.2% | $6,927-23.1% | $3,356+58.8% |
| Admin fee / account holder | $145 | $116+25.4% | $10,705-98.6% | $115+25.9% |