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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $25,539 |
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 | $57,074 | $102,553-44.3% | $151,611-62.4% | $66,914-14.7% |
| Participation rate | 96.5% | 85.5%+10.9pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -16.51% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,174 | $4,180-24.1% | $6,166-48.5% | $2,544+24.8% |
| Participant deferral / active EE | $3,001 | $6,641-54.8% | $8,363-64.1% | $4,237-29.2% |
| Admin fee / account holder | $151 | $630-76.0% | $11,616-98.7% | $593-74.5% |