Filed January 30, 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $26,475 |
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 | $31,019 | $70,667-56.1% | $123,104-74.8% | $52,331-40.7% |
| Participation rate | 92.6% | 83.7%+8.9pp | 86.8%+5.8pp | 68.1%+24.5pp |
| Annual return | 0.82% | 6.23%-5.4pp | 13.22%-12.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,208 | $2,946-59.0% | $5,151-76.5% | $1,882-35.8% |
| Participant deferral / active EE | $2,631 | $4,493-41.4% | $6,230-57.8% | $3,022-12.9% |
| Admin fee / account holder | $103 | $506-79.7% | $9,015-98.9% | $592-82.7% |