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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,390 |
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 | $92,004 | $79,523+15.7% | $140,016-34.3% | $56,287+63.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.90% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,247 | $3,350+56.6% | $5,606-6.4% | $2,111+148.6% |
| Participant deferral / active EE | $5,080 | $5,129-1.0% | $6,927-26.7% | $3,350+51.6% |
| Admin fee / account holder | $236 | $614-61.5% | $10,705-97.8% | $521-54.6% |