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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $4,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,713 | $102,553-38.8% | $151,611-58.6% | $66,914-6.3% |
| Participation rate | 93.4% | 85.5%+7.9pp | 87.5%+5.9pp | 69.8%+23.6pp |
| Annual return | -7.35% | -10.82%+3.5pp | 3.33%-10.7pp | 1.58%-8.9pp |
| Employer contribution / active EE | $7,209 | $4,180+72.4% | $6,166+16.9% | $2,544+183.4% |
| Participant deferral / active EE | $6,380 | $6,641-3.9% | $8,363-23.7% | $4,237+50.6% |
| Admin fee / account holder | $27 | $630-95.7% | $11,616-99.8% | $593-95.4% |