Filed January 5, 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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $128,589 |
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 | $74,579 | $80,005-6.8% | $140,016-46.7% | $55,725+33.8% |
| Participation rate | 97.9% | 87.0%+10.9pp | 87.5%+10.4pp | 70.9%+27.1pp |
| Annual return | -4.29% | 0.46%-4.7pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,238 | $3,403-4.8% | $5,606-42.2% | $2,078+55.8% |
| Participant deferral / active EE | $5,428 | $5,264+3.1% | $6,927-21.6% | $3,356+61.8% |
| Admin fee / account holder | $209 | $116+80.5% | $10,705-98.1% | $115+81.2% |