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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,836 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,147 | $89,739-29.6% | $149,718-57.8% | $62,292+1.4% |
| Participation rate | 94.9% | 85.1%+9.8pp | 87.1%+7.8pp | 69.5%+25.4pp |
| Annual return | 16.82% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,871 | $3,233-42.1% | $5,445-65.6% | $2,042-8.4% |
| Participant deferral / active EE | $5,595 | $4,797+16.6% | $6,569-14.8% | $3,169+76.5% |
| Admin fee / account holder | $341 | $551-38.2% | $11,283-97.0% | $479-28.9% |