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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,600 |
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 | $46,779 | $122,239-61.7% | $184,203-74.6% | $74,495-37.2% |
| Participation rate | 97.9% | 85.5%+12.4pp | 86.8%+11.1pp | 67.2%+30.7pp |
| Annual return | 10.07% | 19.95%-9.9pp | 28.81%-18.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $3,227 | $4,537-28.9% | $6,427-49.8% | $2,623+23.0% |
| Participant deferral / active EE | $5,416 | $7,139-24.1% | $9,131-40.7% | $4,346+24.6% |
| Admin fee / account holder | $13 | $1,260-99.0% | $13,901-99.9% | $1,942-99.3% |