Filed December 18, 2002
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 | $99,014 |
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 | $124,380 | $111,608+11.4% | $177,821-30.1% | $73,409+69.4% |
| Participation rate | 98.0% | 87.9%+10.2pp | 87.7%+10.3pp | 72.2%+25.8pp |
| Annual return | 14.28% | 18.23%-4.0pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $4,721 | $3,796+24.4% | $5,918-20.2% | $2,234+111.4% |
| Participant deferral / active EE | $4,403 | $6,199-29.0% | $7,714-42.9% | $3,805+15.7% |
| Admin fee / account holder | $336 | $166+103.0% | $12,427-97.3% | $158+112.9% |