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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,303 | $102,553-56.8% | $151,611-70.8% | $66,914-33.8% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -14.66% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,262 | $4,180-45.9% | $6,166-63.3% | $2,544-11.1% |
| Participant deferral / active EE | $4,534 | $6,641-31.7% | $8,363-45.8% | $4,237+7.0% |
| Admin fee / account holder | $322 | $630-48.9% | $11,616-97.2% | $593-45.8% |