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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $74,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,394 | $129,021-38.5% | $184,203-56.9% | $77,643+2.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 14.32% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,698 | $4,413+6.5% | $6,427-26.9% | $2,726+72.4% |
| Participant deferral / active EE | $4,141 | $7,297-43.2% | $9,131-54.6% | $4,647-10.9% |
| Admin fee / account holder | $222 | $254-12.7% | $13,901-98.4% | $430-48.5% |