Filed July 14, 2006
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 COMPANY4+ years Service code 15 · EIN 39-0230590 5910 MINERAL POINT ROAD · MADISON, WI 537012978 | Recordkeeping | $18,489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,873 | $80,005-53.9% | $140,016-73.7% | $55,725-33.8% |
| Participation rate | 97.1% | 87.0%+10.1pp | 87.5%+9.6pp | 70.9%+26.3pp |
| Annual return | -1.96% | 0.46%-2.4pp | 651.12%-653.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,729 | $3,403-49.2% | $5,606-69.2% | $2,078-16.8% |
| Participant deferral / active EE | $2,969 | $5,264-43.6% | $6,927-57.1% | $3,356-11.5% |
| Admin fee / account holder | $22 | $116-81.1% | $10,705-99.8% | $115-81.0% |