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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $16,102 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,979 | $123,793-64.5% | $177,821-75.3% | $79,858-44.9% |
| Participation rate | 73.5% | 84.7%-11.2pp | 87.7%-14.3pp | 69.6%+3.8pp |
| Annual return | 11.39% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $917 | $4,095-77.6% | $5,918-84.5% | $2,471-62.9% |
| Participant deferral / active EE | $3,763 | $5,956-36.8% | $7,714-51.2% | $3,740+0.6% |
| Admin fee / account holder | $165 | $7,243-97.7% | $12,427-98.7% | $5,306-96.9% |