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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $51,960 |
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 | $113,090 | $98,982+14.3% | $162,163-30.3% | $65,185+73.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.00% | 24.84%-4.8pp | 115.59%-95.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $5,573 | $3,467+60.8% | $5,614-0.7% | $2,177+156.0% |
| Participant deferral / active EE | $5,693 | $5,384+5.7% | $7,298-22.0% | $3,514+62.0% |
| Admin fee / account holder | $254 | $596-57.4% | $10,843-97.7% | $847-70.0% |