Filed September 7, 2005
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 | $53,042 |
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 | $39,906 | $79,523-49.8% | $140,016-71.5% | $56,287-29.1% |
| Participation rate | 99.5% | 85.7%+13.8pp | 87.5%+12.0pp | 69.9%+29.7pp |
| Annual return | -4.73% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,300 | $3,350-31.3% | $5,606-59.0% | $2,111+9.0% |
| Participant deferral / active EE | $2,521 | $5,129-50.9% | $6,927-63.6% | $3,350-24.7% |
| Admin fee / account holder | $208 | $614-66.1% | $10,705-98.1% | $521-60.1% |