Filed November 1, 2000 (most recent of 2 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 6-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 | $72,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,367 | $80,005+59.2% | $140,016-9.0% | $55,725+128.6% |
| Participation rate | 73.3% | 87.0%-13.7pp | 87.5%-14.2pp | 70.9%+2.5pp |
| Annual return | -0.80% | 0.46%-1.3pp | 651.12%-651.9pp | 244.93%-245.7pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,671 | $5,264+7.7% | $6,927-18.1% | $3,356+69.0% |
| Admin fee / account holder | $258 | $116+122.8% | $10,705-97.6% | $115+123.7% |