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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $5,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,833 | $122,239-33.9% | $184,203-56.1% | $74,495+8.5% |
| Participation rate | 94.8% | 85.5%+9.3pp | 86.8%+8.0pp | 67.2%+27.6pp |
| Annual return | 12.95% | 19.95%-7.0pp | 28.81%-15.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $7,795 | $4,537+71.8% | $6,427+21.3% | $2,623+197.2% |
| Participant deferral / active EE | $5,559 | $7,139-22.1% | $9,131-39.1% | $4,346+27.9% |
| Admin fee / account holder | $26 | $1,260-98.0% | $13,901-99.8% | $1,942-98.7% |