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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $99,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,013 | $86,897-13.7% | $151,611-50.5% | $64,808+15.7% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.5%+7.2pp | 71.5%+23.2pp |
| Annual return | -15.26% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $6,516 | $4,010+62.5% | $6,166+5.7% | $2,506+160.0% |
| Participant deferral / active EE | $4,813 | $6,690-28.1% | $8,363-42.5% | $4,310+11.7% |
| Admin fee / account holder | $244 | $153+59.3% | $11,616-97.9% | $188+29.8% |