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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,819 |
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 | $44,640 | $89,739-50.3% | $149,718-70.2% | $62,292-28.3% |
| Participation rate | 93.7% | 85.1%+8.5pp | 87.1%+6.6pp | 69.5%+24.1pp |
| Annual return | 17.64% | 21.01%-3.4pp | 1501.63%-1484.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,873 | $3,233-42.1% | $5,445-65.6% | $2,042-8.3% |
| Participant deferral / active EE | $2,795 | $4,797-41.7% | $6,569-57.5% | $3,169-11.8% |
| Admin fee / account holder | $288 | $551-47.7% | $11,283-97.4% | $479-39.8% |