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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $134,499 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,152 | $121,341+27.9% | $189,513-18.1% | $79,386+95.4% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.8%+11.8pp | 70.7%+28.9pp |
| Annual return | 18.82% | 21.08%-2.3pp | 555.15%-536.3pp | 116.85%-98.0pp |
| Employer contribution / active EE | $5,188 | $3,915+32.5% | $6,162-15.8% | $2,427+113.7% |
| Participant deferral / active EE | $4,907 | $6,395-23.3% | $8,221-40.3% | $4,046+21.3% |
| Admin fee / account holder | $465 | $651-28.5% | $12,045-96.1% | $626-25.7% |