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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $16,974 |
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 | $57,993 | $71,802-19.2% | $133,980-56.7% | $57,658+0.6% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.1%+7.1pp | 70.2%+23.9pp |
| Annual return | 9.85% | 13.51%-3.7pp | 29.30%-19.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,867 | $3,161-41.0% | $5,211-64.2% | $1,974-5.4% |
| Participant deferral / active EE | $4,086 | $4,606-11.3% | $6,282-35.0% | $3,061+33.5% |
| Admin fee / account holder | $48 | $88-45.5% | $9,324-99.5% | $95-49.4% |