Filed September 11, 2014 (most recent of 4 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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $174,086 |
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 | $77,642 | $81,537-4.8% | $149,718-48.1% | $69,631+11.5% |
| Participation rate | 99.8% | 86.1%+13.7pp | 87.1%+12.7pp | 70.7%+29.1pp |
| Annual return | 18.00% | 22.79%-4.8pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $5,561 | $3,239+71.7% | $5,445+2.1% | $2,032+173.6% |
| Participant deferral / active EE | $4,459 | $4,994-10.7% | $6,569-32.1% | $3,224+38.3% |
| Admin fee / account holder | $266 | $107+148.8% | $11,283-97.6% | $110+140.7% |