Filed December 19, 2016 (most recent of 9 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 7-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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,492 | $74,089-23.8% | $133,980-57.8% | $55,167+2.4% |
| Participation rate | 95.7% | 84.3%+11.4pp | 87.1%+8.6pp | 69.0%+26.7pp |
| Annual return | 7.76% | 12.11%-4.4pp | 29.30%-21.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,981 | $3,064-35.3% | $5,211-62.0% | $1,963+0.9% |
| Participant deferral / active EE | $6,216 | $4,678+32.9% | $6,282-1.1% | $3,054+103.5% |
| Admin fee / account holder | $320 | $458-30.2% | $9,324-96.6% | $504-36.6% |