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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $62,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,090 | $111,491-47.9% | $189,513-69.3% | $86,799-33.1% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 14.30% | 83.50%-69.2pp | 555.15%-540.9pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,551 | $3,951-10.1% | $6,162-42.4% | $2,405+47.6% |
| Participant deferral / active EE | $5,037 | $6,437-21.7% | $8,221-38.7% | $4,131+21.9% |
| Admin fee / account holder | $161 | $189-14.9% | $12,045-98.7% | $170-5.3% |