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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $78,314 |
Filed as: BOARD OF TRUSTEE OF RETIREMENT PROG Service code 24 · EIN 47-3860238 | Discretionary Trustee | $14,675 |
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 | $331,829 | $122,239+171.5% | $184,203+80.1% | $74,495+345.4% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 30.15% | 19.95%+10.2pp | 28.81%+1.3pp | 1364.94%-1334.8pp |
| Employer contribution / active EE | $12,296 | $4,537+171.0% | $6,427+91.3% | $2,623+368.8% |
| Participant deferral / active EE | $15,036 | $7,139+110.6% | $9,131+64.7% | $4,346+246.0% |
| Admin fee / account holder | $210 | $1,260-83.3% | $13,901-98.5% | $1,942-89.2% |