Filed May 29, 2015 (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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $15,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,276 | $94,529-46.8% | $140,016-64.1% | $64,186-21.7% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.2pp |
| Annual return | -3.23% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,661 | $3,812-56.4% | $5,606-70.4% | $2,381-30.2% |
| Participant deferral / active EE | $2,653 | $5,250-49.5% | $6,927-61.7% | $3,470-23.5% |
| Admin fee / account holder | $166 | $6,741-97.5% | $10,705-98.4% | $4,888-96.6% |