Filed March 15, 2021 (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 | $54,408 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,313 | $511,364-91.3% | $162,163-72.7% | - |
| Participation rate | 98.8% | 87.5%+11.3pp | 87.6%+11.2pp | - |
| Annual return | 21.81% | 18.01%+3.8pp | 115.59%-93.8pp | - |
| Employer contribution / active EE | $1,608 | $2,842-43.4% | $5,614-71.4% | - |
| Participant deferral / active EE | $4,460 | $5,219-14.5% | $7,298-38.9% | - |
| Admin fee / account holder | $157 | $22,911-99.3% | $10,843-98.5% | - |