Filed February 21, 2017 (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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $57,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,045 | $136,307-36.1% | $177,821-51.0% | $73,488+18.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.59% | 18.68%-6.1pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $4,823 | $3,712+29.9% | $5,918-18.5% | $2,270+112.4% |
| Participant deferral / active EE | $5,559 | $5,829-4.6% | $7,714-27.9% | $3,740+48.6% |
| Admin fee / account holder | $262 | $596-55.9% | $12,427-97.9% | $513-48.9% |