Filed August 6, 2019 (most recent of 5 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 | $56,368 |
Annual investment return 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 | $88,983 | $81,537+9.1% | $149,718-40.6% | $69,631+27.8% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.1%+7.7pp | 70.7%+24.1pp |
| Annual return | 13.20% | 22.79%-9.6pp | 1501.63%-1488.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $2,839 | $3,239-12.3% | $5,445-47.9% | $2,032+39.7% |
| Participant deferral / active EE | $3,004 | $4,994-39.8% | $6,569-54.3% | $3,224-6.8% |
| Admin fee / account holder | $159 | $107+48.6% | $11,283-98.6% | $110+43.8% |