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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $88,245 |
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 | $33,502 | $81,537-58.9% | $149,718-77.6% | $69,631-51.9% |
| Participation rate | 76.0% | 86.1%-10.1pp | 87.1%-11.1pp | 70.7%+5.3pp |
| Annual return | 19.26% | 22.79%-3.5pp | 1501.63%-1482.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,163 | $3,239-64.1% | $5,445-78.6% | $2,032-42.8% |
| Participant deferral / active EE | $3,557 | $4,994-28.8% | $6,569-45.8% | $3,224+10.4% |
| Admin fee / account holder | $94 | $107-11.7% | $11,283-99.2% | $110-14.5% |