Filed July 6, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Service code 11 · EIN 39-0230590 | Actuarial | $71,029 |
TRUSTEED RETIREMENT PROGRAM2 years Service code 20 · EIN 47-3860238 | Trustee (individual); Investment advi... | $1,232 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 10.26% | 11.99%-1.7pp | 8.95%+1.3pp | 18.34%-8.1pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |