Filed January 6, 2012
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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,616 |
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 | $79,616 | $121,341-34.4% | $189,513-58.0% | $79,386+0.3% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.8%+9.1pp | 70.7%+26.2pp |
| Annual return | 13.55% | 21.08%-7.5pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $3,071 | $3,915-21.5% | $6,162-50.2% | $2,427+26.5% |
| Participant deferral / active EE | $3,071 | $6,395-52.0% | $8,221-62.6% | $4,046-24.1% |
| Admin fee / account holder | $133 | $651-79.7% | $12,045-98.9% | $626-78.8% |