Filed July 28, 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 9-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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,942 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,426 | $70,667+19.5% | $123,104-31.4% | $52,331+61.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -0.73% | 6.23%-7.0pp | 13.22%-13.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $5,002 | $2,946+69.8% | $5,151-2.9% | $1,882+165.8% |
| Participant deferral / active EE | $4,805 | $4,493+7.0% | $6,230-22.9% | $3,022+59.0% |
| Admin fee / account holder | $262 | $506-48.2% | $9,015-97.1% | $592-55.7% |