Filed April 8, 2003 (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 4-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 | $70,091 |
Filed as: BOARD OF TRUSTEE OF RETIREMENT PROG Service code 24 · EIN 47-3860238 | Discretionary Trustee | $19,508 |
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 | $275,291 | $100,227+174.7% | $169,993+61.9% | $74,419+269.9% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 18.81% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $9,980 | $4,263+134.1% | $6,785+47.1% | $2,637+278.4% |
| Participant deferral / active EE | $13,510 | $7,143+89.1% | $10,408+29.8% | $4,528+198.4% |
| Admin fee / account holder | $194 | $234-17.5% | $12,815-98.5% | $348-44.4% |