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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $3,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,890 | $130,194-46.3% | $169,993-58.9% | $71,457-2.2% |
| Participation rate | 91.5% | 86.1%+5.3pp | 87.0%+4.5pp | 67.9%+23.6pp |
| Annual return | 17.09% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $7,783 | $4,381+77.6% | $6,785+14.7% | $2,588+200.8% |
| Participant deferral / active EE | $5,713 | $6,923-17.5% | $10,408-45.1% | $4,289+33.2% |
| Admin fee / account holder | $18 | $966-98.2% | $12,815-99.9% | $1,587-98.9% |