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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $65,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,370 | $122,239-3.2% | $184,203-35.7% | $74,495+58.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.01% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,758 | $4,537+26.9% | $6,427-10.4% | $2,623+119.5% |
| Participant deferral / active EE | $5,269 | $7,139-26.2% | $9,131-42.3% | $4,346+21.2% |
| Admin fee / account holder | $240 | $1,260-80.9% | $13,901-98.3% | $1,942-87.6% |