Filed April 14, 2009 (most recent of 2 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $4,600 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,254 | $68,413-60.2% | $123,104-77.9% | $55,191-50.6% |
| Participation rate | 77.3% | 84.5%-7.2pp | 86.8%-9.5pp | 69.2%+8.1pp |
| Annual return | 3.18% | 6.30%-3.1pp | 13.22%-10.0pp | 10.78%-7.6pp |
| Employer contribution / active EE | $1,137 | $3,050-62.7% | $5,151-77.9% | $1,899-40.1% |
| Participant deferral / active EE | $3,196 | $4,490-28.8% | $6,230-48.7% | $3,046+4.9% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |