Filed March 15, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $51,293 |
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 | $35,879 | $79,523-54.9% | $140,016-74.4% | $56,287-36.3% |
| Participation rate | 99.6% | 85.7%+13.9pp | 87.5%+12.1pp | 69.9%+29.7pp |
| Annual return | -5.38% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,661 | $3,350-50.4% | $5,606-70.4% | $2,111-21.3% |
| Participant deferral / active EE | $3,902 | $5,129-23.9% | $6,927-43.7% | $3,350+16.5% |
| Admin fee / account holder | $155 | $614-74.8% | $10,705-98.6% | $521-70.3% |