Filed May 23, 2006 (most recent of 3 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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,400 |
Annual investment return 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 | $45,249 | $121,341-62.7% | $189,513-76.1% | $79,386-43.0% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.8%+9.8pp | 70.7%+26.9pp |
| Annual return | 11.91% | 21.08%-9.2pp | 555.15%-543.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $2,843 | $3,915-27.4% | $6,162-53.9% | $2,427+17.1% |
| Participant deferral / active EE | $4,882 | $6,395-23.7% | $8,221-40.6% | $4,046+20.7% |
| Admin fee / account holder | $9 | $651-98.6% | $12,045-99.9% | $626-98.5% |