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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $216,961 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $16,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,552 | $100,227-17.6% | $169,993-51.4% | $74,419+10.9% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.0%+12.6pp | 70.7%+28.9pp |
| Annual return | 21.34% | 66.08%-44.7pp | 53.37%-32.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $6,451 | $4,263+51.3% | $6,785-4.9% | $2,637+144.6% |
| Participant deferral / active EE | $5,436 | $7,143-23.9% | $10,408-47.8% | $4,528+20.1% |
| Admin fee / account holder | $182 | $234-22.4% | $12,815-98.6% | $348-47.7% |