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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,581 |
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 | $96,991 | $89,739+8.1% | $149,718-35.2% | $62,292+55.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.16% | 21.01%-4.8pp | 1501.63%-1485.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $4,852 | $3,233+50.1% | $5,445-10.9% | $2,042+137.6% |
| Participant deferral / active EE | $4,750 | $4,797-1.0% | $6,569-27.7% | $3,169+49.9% |
| Admin fee / account holder | $234 | $551-57.5% | $11,283-97.9% | $479-51.1% |