Filed August 7, 2006
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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $7,072 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $38,108 | $109,359-65.2% | $162,163-76.5% | $72,985-47.8% |
| Participation rate | 72.9% | 84.3%-11.3pp | 87.6%-14.6pp | 69.5%+3.4pp |
| Annual return | 19.99% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $909 | $3,907-76.7% | $5,614-83.8% | $2,440-62.7% |
| Participant deferral / active EE | $3,499 | $5,481-36.2% | $7,298-52.1% | $3,607-3.0% |
| Admin fee / account holder | $74 | $7,972-99.1% | $10,843-99.3% | $5,124-98.6% |