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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,435 |
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 | $32,261 | $136,307-76.3% | $177,821-81.9% | $73,488-56.1% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.7%+8.0pp | 70.7%+25.1pp |
| Annual return | 14.24% | 18.68%-4.4pp | 48.32%-34.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,629 | $3,712-56.1% | $5,918-72.5% | $2,270-28.2% |
| Participant deferral / active EE | $2,627 | $5,829-54.9% | $7,714-65.9% | $3,740-29.8% |
| Admin fee / account holder | $160 | $596-73.1% | $12,427-98.7% | $513-68.8% |