Filed May 31, 2005 (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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $8,037 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,508 | $110,094-65.0% | $151,611-74.6% | $68,494-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.97% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,137 | $4,471-74.6% | $6,166-81.6% | $2,596-56.2% |
| Participant deferral / active EE | $2,604 | $6,527-60.1% | $8,363-68.9% | $4,027-35.3% |
| Admin fee / account holder | $80 | $7,719-99.0% | $11,616-99.3% | $5,403-98.5% |