Filed February 3, 2006 (most recent of 2 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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,604,304 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $80,310 |
WARNER NORCROSS & JUDD LLP10+ years Filed as: WARNER, NORCROSS & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $70,206 |
NATIONAL CU SERVICES8 years Service code 23 2801 INTERNATIONAL LANE · MADISON, WI 53704 | Insurance services | $55,105 |
DOEREN MAYHEW10+ years Service code 10 305 W BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $40,000 |
Service code 28 · EIN 59-2942308 | Investment Management | $0 |
MATRIX TRUST COMPANY10+ years Filed as: MATRIX Service code 28 · EIN 20-1591048 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,243 | $145,516-53.8% | $184,203-63.5% | $99,062-32.1% |
| Participation rate | 91.2% | 90.3%+0.9pp | 86.8%+4.4pp | 71.6%+19.6pp |
| Annual return | 11.82% | 21.23%-9.4pp | 28.81%-17.0pp | 17.66%-5.8pp |
| Employer contribution / active EE | $3,376 | $5,354-36.9% | $6,427-47.5% | $3,262+3.5% |
| Participant deferral / active EE | $4,204 | $8,423-50.1% | $9,131-54.0% | $5,331-21.2% |
| Admin fee / account holder | $125 | $78+60.9% | $13,901-99.1% | $109+14.7% |