Filed January 6, 2006 (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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,653 |
CMFG LIFE INSURANCE COMPANY2+ years Filed as: CMGF LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
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 | $39,151 | $74,089-47.2% | $133,980-70.8% | $55,167-29.0% |
| Participation rate | 95.1% | 84.3%+10.8pp | 87.1%+8.0pp | 69.0%+26.1pp |
| Annual return | 9.58% | 12.11%-2.5pp | 29.30%-19.7pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,824 | $3,064-40.5% | $5,211-65.0% | $1,963-7.1% |
| Participant deferral / active EE | $2,652 | $4,678-43.3% | $6,282-57.8% | $3,054-13.2% |
| Admin fee / account holder | $248 | $458-46.0% | $9,324-97.3% | $504-50.9% |