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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,653 | $102,553-3.8% | $151,611-34.9% | $66,914+47.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.99% | -10.82%-6.2pp | 3.33%-20.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $5,246 | $4,180+25.5% | $6,166-14.9% | $2,544+106.2% |
| Participant deferral / active EE | $4,754 | $6,641-28.4% | $8,363-43.2% | $4,237+12.2% |
| Admin fee / account holder | $226 | $630-64.0% | $11,616-98.1% | $593-61.8% |