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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $26,740 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,989 | $125,758+137.0% | $169,993+75.3% | $75,163+296.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.27% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $9,647 | $4,615+109.1% | $6,785+42.2% | $2,670+261.4% |
| Participant deferral / active EE | $6,141 | $6,837-10.2% | $10,408-41.0% | $4,125+48.9% |
| Admin fee / account holder | $257 | $8,173-96.9% | $12,815-98.0% | $5,651-95.5% |