Filed February 12, 2012 (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 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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $60,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,740 | $121,341-31.0% | $189,513-55.8% | $79,386+5.5% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 14.37% | 21.08%-6.7pp | 555.15%-540.8pp | 116.85%-102.5pp |
| Employer contribution / active EE | $4,726 | $3,915+20.7% | $6,162-23.3% | $2,427+94.7% |
| Participant deferral / active EE | $4,449 | $6,395-30.4% | $8,221-45.9% | $4,046+10.0% |
| Admin fee / account holder | $222 | $651-65.9% | $12,045-98.2% | $626-64.5% |