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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,825 |
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 | $45,518 | $130,194-65.0% | $169,993-73.2% | $71,457-36.3% |
| Participation rate | 96.5% | 86.1%+10.3pp | 87.0%+9.5pp | 67.9%+28.6pp |
| Annual return | 14.36% | 20.37%-6.0pp | 53.37%-39.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $3,343 | $4,381-23.7% | $6,785-50.7% | $2,588+29.2% |
| Participant deferral / active EE | $5,707 | $6,923-17.6% | $10,408-45.2% | $4,289+33.1% |
| Admin fee / account holder | $6 | $966-99.3% | $12,815-100.0% | $1,587-99.6% |