Filed September 28, 2000
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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,591 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,025 | $74,089-43.3% | $133,980-68.6% | $55,167-23.8% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.1%+10.7pp | 69.0%+28.8pp |
| Annual return | 10.23% | 12.11%-1.9pp | 29.30%-19.1pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,776 | $3,064-42.0% | $5,211-65.9% | $1,963-9.5% |
| Participant deferral / active EE | $2,456 | $4,678-47.5% | $6,282-60.9% | $3,054-19.6% |
| Admin fee / account holder | $175 | $458-61.7% | $9,324-98.1% | $504-65.2% |