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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,169 |
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 | $56,920 | $80,005-28.9% | $140,016-59.3% | $55,725+2.1% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -5.11% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,138 | $3,403-37.2% | $5,606-61.9% | $2,078+2.9% |
| Participant deferral / active EE | $4,594 | $5,264-12.7% | $6,927-33.7% | $3,356+36.9% |
| Admin fee / account holder | $88 | $116-24.1% | $10,705-99.2% | $115-23.8% |