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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,177 | $130,194-65.3% | $169,993-73.4% | $71,457-36.8% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.0%+7.4pp | 67.9%+26.5pp |
| Annual return | 18.75% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,222 | $4,381-72.1% | $6,785-82.0% | $2,588-52.8% |
| Participant deferral / active EE | $4,481 | $6,923-35.3% | $10,408-56.9% | $4,289+4.5% |
| Admin fee / account holder | $187 | $966-80.7% | $12,815-98.5% | $1,587-88.2% |