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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $108,440 |
AMERICAN FUNDS2 years Filed as: CAPITAL ADVISORS, INC. D/B/A CUNA M Service code 27 · EIN 42-0388260 | Advisory (Plan) | $32,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,776 | $111,491-4.2% | $189,513-43.7% | $86,799+23.0% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.5pp |
| Annual return | 14.26% | 83.50%-69.2pp | 555.15%-540.9pp | 97.91%-83.6pp |
| Employer contribution / active EE | $4,663 | $3,951+18.0% | $6,162-24.3% | $2,405+93.8% |
| Participant deferral / active EE | $4,488 | $6,437-30.3% | $8,221-45.4% | $4,131+8.6% |
| Admin fee / account holder | $427 | $189+126.3% | $12,045-96.5% | $170+151.9% |