Filed January 6, 2006 (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 | $89,649 |
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 | $64,484 | $79,523-18.9% | $140,016-53.9% | $56,287+14.6% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.8pp |
| Annual return | -4.77% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,229 | $3,350-3.6% | $5,606-42.4% | $2,111+53.0% |
| Participant deferral / active EE | $3,605 | $5,129-29.7% | $6,927-48.0% | $3,350+7.6% |
| Admin fee / account holder | $288 | $614-53.1% | $10,705-97.3% | $521-44.7% |