Filed December 18, 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $12,553 |
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 | $52,641 | $68,413-23.1% | $123,104-57.2% | $55,191-4.6% |
| Participation rate | 93.7% | 84.5%+9.2pp | 86.8%+7.0pp | 69.2%+24.6pp |
| Annual return | -0.04% | 6.30%-6.3pp | 13.22%-13.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,777 | $3,050-41.7% | $5,151-65.5% | $1,899-6.4% |
| Participant deferral / active EE | $3,944 | $4,490-12.2% | $6,230-36.7% | $3,046+29.5% |
| Admin fee / account holder | $37 | $88-58.1% | $9,015-99.6% | $91-59.4% |