Filed December 2, 2011 (most recent of 2 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 | $4,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,181 | $122,239-86.8% | $184,203-91.2% | $74,495-78.3% |
| Participation rate | 95.5% | 85.5%+10.0pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 13.45% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,662 | $4,537-19.3% | $6,427-43.0% | $2,623+39.6% |
| Participant deferral / active EE | $2,661 | $7,139-62.7% | $9,131-70.9% | $4,346-38.8% |
| Admin fee / account holder | $40 | $1,260-96.8% | $13,901-99.7% | $1,942-98.0% |