Filed March 25, 2004 (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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $3,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,232 | $121,341-42.9% | $189,513-63.5% | $79,386-12.8% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 14.96% | 21.08%-6.1pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $6,568 | $3,915+67.8% | $6,162+6.6% | $2,427+170.6% |
| Participant deferral / active EE | $5,965 | $6,395-6.7% | $8,221-27.4% | $4,046+47.5% |
| Admin fee / account holder | $20 | $651-96.9% | $12,045-99.8% | $626-96.8% |