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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,028 |
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $7,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,451 | $129,021-4.3% | $184,203-33.0% | $77,643+59.0% |
| Participation rate | 98.3% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 13.54% | 33.27%-19.7pp | 28.81%-15.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,880 | $4,413+33.2% | $6,427-8.5% | $2,726+115.7% |
| Participant deferral / active EE | $5,841 | $7,297-20.0% | $9,131-36.0% | $4,647+25.7% |
| Admin fee / account holder | $228 | $254-10.3% | $13,901-98.4% | $430-47.1% |