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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $85,613 |
AMERICAN FUNDS1 year Filed as: CAPITAL ADVISORS, INC. D/B/A CUNA M Service code 27 · EIN 42-0388260 | Advisory (Plan) | $23,411 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,411 | $111,608-16.3% | $177,821-47.5% | $73,409+27.2% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 12.66% | 18.23%-5.6pp | 48.32%-35.7pp | 59.29%-46.6pp |
| Employer contribution / active EE | $4,650 | $3,796+22.5% | $5,918-21.4% | $2,234+108.2% |
| Participant deferral / active EE | $4,229 | $6,199-31.8% | $7,714-45.2% | $3,805+11.1% |
| Admin fee / account holder | $331 | $166+100.1% | $12,427-97.3% | $158+109.9% |