Filed April 14, 2009 (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 4-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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $13,895 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,589 | $71,802-60.2% | $133,980-78.7% | $57,658-50.4% |
| Participation rate | 70.4% | 85.5%-15.1pp | 87.1%-16.7pp | 70.2%+0.2pp |
| Annual return | 10.50% | 13.51%-3.0pp | 29.30%-18.8pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,165 | $3,161-63.2% | $5,211-77.6% | $1,974-41.0% |
| Participant deferral / active EE | $3,278 | $4,606-28.8% | $6,282-47.8% | $3,061+7.1% |
| Admin fee / account holder | $17 | $88-81.0% | $9,324-99.8% | $95-82.4% |