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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,799 |
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 | $64,615 | $81,537-20.8% | $149,718-56.8% | $69,631-7.2% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.1%+9.7pp | 70.7%+26.1pp |
| Annual return | 15.67% | 22.79%-7.1pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,953 | $3,239-39.7% | $5,445-64.1% | $2,032-3.9% |
| Participant deferral / active EE | $4,227 | $4,994-15.4% | $6,569-35.7% | $3,224+31.1% |
| Admin fee / account holder | $78 | $107-27.0% | $11,283-99.3% | $110-29.4% |