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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,392 |
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 | $52,842 | $100,227-47.3% | $169,993-68.9% | $74,419-29.0% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.0%+9.5pp | 70.7%+25.8pp |
| Annual return | 22.67% | 66.08%-43.4pp | 53.37%-30.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $1,900 | $4,263-55.4% | $6,785-72.0% | $2,637-27.9% |
| Participant deferral / active EE | $5,552 | $7,143-22.3% | $10,408-46.7% | $4,528+22.6% |
| Admin fee / account holder | $158 | $234-32.5% | $12,815-98.8% | $348-54.5% |