Filed June 18, 2010 (most recent of 2 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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $6,584 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,696 | $102,553-76.9% | $151,611-84.4% | $66,914-64.6% |
| Participation rate | 87.0% | 85.5%+1.5pp | 87.5%-0.5pp | 69.8%+17.2pp |
| Annual return | -10.16% | -10.82%+0.7pp | 3.33%-13.5pp | 1.58%-11.7pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,591 | $6,641-61.0% | $8,363-69.0% | $4,237-38.9% |
| Admin fee / account holder | $61 | $630-90.3% | $11,616-99.5% | $593-89.8% |