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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $117,014 |
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 | $119,849 | $86,897+37.9% | $151,611-20.9% | $64,808+84.9% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -13.10% | -3.57%-9.5pp | 3.33%-16.4pp | 32.82%-45.9pp |
| Employer contribution / active EE | $5,180 | $4,010+29.2% | $6,166-16.0% | $2,506+106.7% |
| Participant deferral / active EE | $4,762 | $6,690-28.8% | $8,363-43.1% | $4,310+10.5% |
| Admin fee / account holder | $398 | $153+160.4% | $11,616-96.6% | $188+112.1% |