Filed January 6, 2006 (most recent of 3 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 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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $86,165 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES LLC. Service code 27 717 17TH ST STE 1300 · DENVER, CO 802023304 | Advisory (Plan) | $23,240 |
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 | $76,230 | $88,515-13.9% | $162,163-53.0% | $67,579+12.8% |
| Participation rate | 98.4% | 86.8%+11.6pp | 87.6%+10.9pp | 71.3%+27.1pp |
| Annual return | 22.69% | 27.04%-4.4pp | 115.59%-92.9pp | 378.56%-355.9pp |
| Employer contribution / active EE | $7,191 | $3,563+101.8% | $5,614+28.1% | $2,148+234.8% |
| Participant deferral / active EE | $3,691 | $5,724-35.5% | $7,298-49.4% | $3,539+4.3% |
| Admin fee / account holder | $314 | $124+153.6% | $10,843-97.1% | $142+120.5% |