See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 12 · EIN 39-0230590 | Direct payment from the plan; Partici... | $61,478 |
Annual investment return 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 | $35,270 | $28,416+24.1% | $73,545-52.0% | $69,631-49.3% |
| Participation rate | 89.8% | 38.3%+51.5pp | 54.9%+34.9pp | 70.7%+19.1pp |
| Annual return | 11.44% | -694.13%+705.6pp | -15.16%+26.6pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $1,007 | $430+133.8% | $1,219-17.4% | $2,032-50.5% |
| Participant deferral / active EE | $2,202 | $897+145.5% | $1,806+21.9% | $3,224-31.7% |
| Admin fee / account holder | $176 | $104+69.1% | $2,320-92.4% | $110+59.8% |