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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $61,810 |
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 | $128,591 | $136,307-5.7% | $177,821-27.7% | $73,488+75.0% |
| Participation rate | 97.5% | 86.1%+11.3pp | 87.7%+9.7pp | 70.7%+26.8pp |
| Annual return | 16.28% | 18.68%-2.4pp | 48.32%-32.0pp | 28.51%-12.2pp |
| Employer contribution / active EE | $5,751 | $3,712+54.9% | $5,918-2.8% | $2,270+153.3% |
| Participant deferral / active EE | $5,758 | $5,829-1.2% | $7,714-25.4% | $3,740+54.0% |
| Admin fee / account holder | $262 | $596-56.0% | $12,427-97.9% | $513-49.0% |