Filed June 5, 2014 (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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $112,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,594 | $111,491-16.9% | $189,513-51.1% | $86,799+6.7% |
| Participation rate | 88.0% | 87.3%+0.7pp | 87.8%+0.2pp | 72.3%+15.7pp |
| Annual return | 16.15% | 83.50%-67.4pp | 555.15%-539.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $6,406 | $3,951+62.1% | $6,162+4.0% | $2,405+166.3% |
| Participant deferral / active EE | $4,732 | $6,437-26.5% | $8,221-42.4% | $4,131+14.6% |
| Admin fee / account holder | $285 | $189+51.2% | $12,045-97.6% | $170+68.3% |