Filed March 3, 2009 (most recent of 3 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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $61,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,775 | $121,341-2.1% | $189,513-37.3% | $79,386+49.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.64% | 21.08%-6.4pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $5,196 | $3,915+32.7% | $6,162-15.7% | $2,427+114.0% |
| Participant deferral / active EE | $4,770 | $6,395-25.4% | $8,221-42.0% | $4,046+17.9% |
| Admin fee / account holder | $253 | $651-61.1% | $12,045-97.9% | $626-59.6% |