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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,278 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,319 | $102,553-62.6% | $151,611-74.7% | $66,914-42.7% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -13.50% | -10.82%-2.7pp | 3.33%-16.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,087 | $4,180-50.1% | $6,166-66.2% | $2,544-18.0% |
| Participant deferral / active EE | $3,609 | $6,641-45.7% | $8,363-56.8% | $4,237-14.8% |
| Admin fee / account holder | $164 | $630-73.9% | $11,616-98.6% | $593-72.3% |