Filed August 22, 2000 (most recent of 2 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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $68,555 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,097 | $80,005-63.6% | $140,016-79.2% | $55,725-47.8% |
| Participation rate | 98.9% | 87.0%+11.9pp | 87.5%+11.4pp | 70.9%+28.1pp |
| Annual return | -4.40% | 0.46%-4.9pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,302 | $3,403-32.4% | $5,606-58.9% | $2,078+10.8% |
| Participant deferral / active EE | $2,402 | $5,264-54.4% | $6,927-65.3% | $3,356-28.4% |
| Admin fee / account holder | $105 | $116-9.7% | $10,705-99.0% | $115-9.3% |