Filed March 1, 2012 (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 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 | $39,609 |
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 | $84,306 | $70,667+19.3% | $123,104-31.5% | $52,331+61.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.09% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,439 | $2,946+84.6% | $5,151+5.6% | $1,882+189.1% |
| Participant deferral / active EE | $6,564 | $4,493+46.1% | $6,230+5.4% | $3,022+117.2% |
| Admin fee / account holder | $257 | $506-49.2% | $9,015-97.1% | $592-56.5% |