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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,466 | $121,341-51.8% | $189,513-69.1% | $79,386-26.4% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.8%+7.0pp | 70.7%+24.1pp |
| Annual return | 11.38% | 21.08%-9.7pp | 555.15%-543.8pp | 116.85%-105.5pp |
| Employer contribution / active EE | $2,145 | $3,915-45.2% | $6,162-65.2% | $2,427-11.6% |
| Participant deferral / active EE | $4,191 | $6,395-34.5% | $8,221-49.0% | $4,046+3.6% |
| Admin fee / account holder | $372 | $651-42.8% | $12,045-96.9% | $626-40.6% |