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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,247 |
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 | $95,429 | $74,089+28.8% | $133,980-28.8% | $55,167+73.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 9.81% | 12.11%-2.3pp | 29.30%-19.5pp | 169.23%-159.4pp |
| Employer contribution / active EE | $5,589 | $3,064+82.4% | $5,211+7.2% | $1,963+184.8% |
| Participant deferral / active EE | $6,876 | $4,678+47.0% | $6,282+9.5% | $3,054+125.1% |
| Admin fee / account holder | $286 | $458-37.5% | $9,324-96.9% | $504-43.2% |