Filed December 19, 1997
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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $25,613 |
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 | $221,671 | $109,359+102.7% | $162,163+36.7% | $72,985+203.7% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 20.82% | 25.46%-4.6pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $9,262 | $3,907+137.1% | $5,614+65.0% | $2,440+279.6% |
| Participant deferral / active EE | $5,982 | $5,481+9.1% | $7,298-18.0% | $3,607+65.8% |
| Admin fee / account holder | $210 | $7,972-97.4% | $10,843-98.1% | $5,124-95.9% |