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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $192,546 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $10,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,561 | $86,897-16.5% | $151,611-52.1% | $64,808+12.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.7pp |
| Annual return | -16.39% | -3.57%-12.8pp | 3.33%-19.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $5,895 | $4,010+47.0% | $6,166-4.4% | $2,506+135.2% |
| Participant deferral / active EE | $4,857 | $6,690-27.4% | $8,363-41.9% | $4,310+12.7% |
| Admin fee / account holder | $174 | $153+13.8% | $11,616-98.5% | $188-7.3% |