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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $146,405 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $5,693 |
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 | $80,400 | $88,515-9.2% | $162,163-50.4% | $67,579+19.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.74% | 27.04%-4.3pp | 115.59%-92.9pp | 378.56%-355.8pp |
| Employer contribution / active EE | $5,644 | $3,563+58.4% | $5,614+0.5% | $2,148+162.8% |
| Participant deferral / active EE | $4,551 | $5,724-20.5% | $7,298-37.6% | $3,539+28.6% |
| Admin fee / account holder | $185 | $124+50.0% | $10,843-98.3% | $142+30.4% |