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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $82,010 |
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 | $84,026 | $80,005+5.0% | $140,016-40.0% | $55,725+50.8% |
| Participation rate | 95.9% | 87.0%+8.9pp | 87.5%+8.4pp | 70.9%+25.0pp |
| Annual return | -5.13% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,979 | $3,403-12.4% | $5,606-46.9% | $2,078+43.4% |
| Participant deferral / active EE | $3,237 | $5,264-38.5% | $6,927-53.3% | $3,356-3.5% |
| Admin fee / account holder | $224 | $116+93.7% | $10,705-97.9% | $115+94.5% |