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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $164,366 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $6,799 |
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 | $93,556 | $111,608-16.2% | $177,821-47.4% | $73,409+27.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 16.83% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.5pp |
| Employer contribution / active EE | $6,230 | $3,796+64.1% | $5,918+5.3% | $2,234+178.9% |
| Participant deferral / active EE | $5,081 | $6,199-18.0% | $7,714-34.1% | $3,805+33.5% |
| Admin fee / account holder | $197 | $166+19.2% | $12,427-98.4% | $158+25.0% |