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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $3,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,453 | $102,553-61.5% | $151,611-74.0% | $66,914-41.0% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -12.29% | -10.82%-1.5pp | 3.33%-15.6pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,055 | $4,180-26.9% | $6,166-50.5% | $2,544+20.1% |
| Participant deferral / active EE | $5,223 | $6,641-21.3% | $8,363-37.5% | $4,237+23.3% |
| Admin fee / account holder | $12 | $630-98.1% | $11,616-99.9% | $593-98.0% |