Filed July 19, 2018 (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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,959 |
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 | $36,269 | $79,523-54.4% | $140,016-74.1% | $56,287-35.6% |
| Participation rate | 89.4% | 85.7%+3.7pp | 87.5%+1.9pp | 69.9%+19.6pp |
| Annual return | -3.61% | 2.39%-6.0pp | 651.12%-654.7pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,445 | $3,350-27.0% | $5,606-56.4% | $2,111+15.8% |
| Participant deferral / active EE | $3,466 | $5,129-32.4% | $6,927-50.0% | $3,350+3.5% |
| Admin fee / account holder | $126 | $614-79.5% | $10,705-98.8% | $521-75.8% |