Filed January 14, 2011 (most recent of 4 filings on file)
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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $68,331 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: CMFG LIFE INSURANCE COMAPNY Service code 60 | Sub-TA Fees | $0 |
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 | $85,448 | $79,523+7.5% | $140,016-39.0% | $56,287+51.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.76% | 2.39%-6.1pp | 651.12%-654.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $9,408 | $3,350+180.8% | $5,606+67.8% | $2,111+345.7% |
| Participant deferral / active EE | $5,743 | $5,129+12.0% | $6,927-17.1% | $3,350+71.4% |
| Admin fee / account holder | $329 | $614-46.5% | $10,705-96.9% | $521-36.9% |