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 COMPANY7 years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,069 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $316,394 | $138,347+128.7% | $184,203+71.8% | $80,856+291.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.76% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $10,338 | $4,850+113.1% | $6,427+60.8% | $2,755+275.3% |
| Participant deferral / active EE | $6,179 | $7,071-12.6% | $9,131-32.3% | $4,296+43.8% |
| Admin fee / account holder | $314 | $10,483-97.0% | $13,901-97.7% | $6,918-95.5% |