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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,887 |
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 | $48,173 | $89,739-46.3% | $149,718-67.8% | $62,292-22.7% |
| Participation rate | 98.9% | 85.1%+13.8pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 15.79% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,003 | $3,233-38.1% | $5,445-63.2% | $2,042-1.9% |
| Participant deferral / active EE | $2,696 | $4,797-43.8% | $6,569-59.0% | $3,169-14.9% |
| Admin fee / account holder | $233 | $551-57.7% | $11,283-97.9% | $479-51.4% |