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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,233 | $130,194-21.5% | $169,993-39.9% | $71,457+43.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.95% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $5,138 | $4,381+17.3% | $6,785-24.3% | $2,588+98.6% |
| Participant deferral / active EE | $4,865 | $6,923-29.7% | $10,408-53.3% | $4,289+13.4% |
| Admin fee / account holder | $198 | $966-79.5% | $12,815-98.5% | $1,587-87.5% |