Filed July 28, 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 9-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 | $60,073 |
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 | $140,857 | $121,341+16.1% | $189,513-25.7% | $79,386+77.4% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.8%+9.9pp | 70.7%+27.0pp |
| Annual return | 12.77% | 21.08%-8.3pp | 555.15%-542.4pp | 116.85%-104.1pp |
| Employer contribution / active EE | $5,592 | $3,915+42.8% | $6,162-9.2% | $2,427+130.4% |
| Participant deferral / active EE | $5,556 | $6,395-13.1% | $8,221-32.4% | $4,046+37.3% |
| Admin fee / account holder | $302 | $651-53.7% | $12,045-97.5% | $626-51.9% |