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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $43,169 |
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 | $90,334 | $74,089+21.9% | $133,980-32.6% | $55,167+63.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.12% | 12.11%-5.0pp | 29.30%-22.2pp | 169.23%-162.1pp |
| Employer contribution / active EE | $4,890 | $3,064+59.6% | $5,211-6.2% | $1,963+149.2% |
| Participant deferral / active EE | $4,896 | $4,678+4.7% | $6,282-22.1% | $3,054+60.3% |
| Admin fee / account holder | $237 | $458-48.2% | $9,324-97.5% | $504-52.9% |