Filed December 7, 2016
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 | $46,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,358 | $136,307-63.1% | $177,821-71.7% | $73,488-31.5% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.7pp | 70.7%+25.8pp |
| Annual return | 12.79% | 18.68%-5.9pp | 48.32%-35.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,230 | $3,712-39.9% | $5,918-62.3% | $2,270-1.8% |
| Participant deferral / active EE | $4,144 | $5,829-28.9% | $7,714-46.3% | $3,740+10.8% |
| Admin fee / account holder | $332 | $596-44.3% | $12,427-97.3% | $513-35.4% |