Filed December 18, 2002
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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $124,771 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $5,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,731 | $100,227+34.4% | $169,993-20.7% | $74,419+81.0% |
| Participation rate | 98.5% | 87.3%+11.1pp | 87.0%+11.5pp | 70.7%+27.7pp |
| Annual return | 15.91% | 66.08%-50.2pp | 53.37%-37.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $5,348 | $4,263+25.5% | $6,785-21.2% | $2,637+102.8% |
| Participant deferral / active EE | $4,836 | $7,143-32.3% | $10,408-53.5% | $4,528+6.8% |
| Admin fee / account holder | $402 | $234+71.6% | $12,815-96.9% | $348+15.6% |