Filed January 20, 2015
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 10-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 | $31,953 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,345 | $98,982-71.4% | $162,163-82.5% | $65,185-56.5% |
| Participation rate | 94.1% | 85.8%+8.3pp | 87.6%+6.6pp | 70.2%+23.9pp |
| Annual return | 20.57% | 24.84%-4.3pp | 115.59%-95.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,654 | $3,467-52.3% | $5,614-70.5% | $2,177-24.0% |
| Participant deferral / active EE | $2,649 | $5,384-50.8% | $7,298-63.7% | $3,514-24.6% |
| Admin fee / account holder | $151 | $596-74.7% | $10,843-98.6% | $847-82.2% |