Filed January 14, 2011 (most recent of 4 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,448 |
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 | $58,541 | $70,667-17.2% | $123,104-52.4% | $52,331+11.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.15% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $8,471 | $2,946+187.6% | $5,151+64.5% | $1,882+350.2% |
| Participant deferral / active EE | $4,000 | $4,493-11.0% | $6,230-35.8% | $3,022+32.4% |
| Admin fee / account holder | $253 | $506-50.1% | $9,015-97.2% | $592-57.3% |