Filed February 12, 2012 (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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,595 | $100,227-31.6% | $169,993-59.6% | $74,419-7.8% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 19.11% | 66.08%-47.0pp | 53.37%-34.3pp | 34.38%-15.3pp |
| Employer contribution / active EE | $4,519 | $4,263+6.0% | $6,785-33.4% | $2,637+71.3% |
| Participant deferral / active EE | $4,244 | $7,143-40.6% | $10,408-59.2% | $4,528-6.3% |
| Admin fee / account holder | $183 | $234-22.0% | $12,815-98.6% | $348-47.4% |