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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $63,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,879 | $86,897-38.0% | $151,611-64.5% | $64,808-16.9% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.5%+9.2pp | 71.5%+25.2pp |
| Annual return | -10.98% | -3.57%-7.4pp | 3.33%-14.3pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,945 | $4,010-51.5% | $6,166-68.4% | $2,506-22.4% |
| Participant deferral / active EE | $5,694 | $6,690-14.9% | $8,363-31.9% | $4,310+32.1% |
| Admin fee / account holder | $166 | $153+8.9% | $11,616-98.6% | $188-11.3% |