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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,845 |
AMERICAN FUNDS1 year Filed as: CAPITAL ADVISORS, INC. D/B/A CUNA M Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,506 |
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 | $112,568 | $98,982+13.7% | $162,163-30.6% | $65,185+72.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 26.37% | 24.84%+1.5pp | 115.59%-89.2pp | 29.38%-3.0pp |
| Employer contribution / active EE | $10,038 | $3,467+189.6% | $5,614+78.8% | $2,177+361.2% |
| Participant deferral / active EE | $6,301 | $5,384+17.0% | $7,298-13.7% | $3,514+79.3% |
| Admin fee / account holder | $333 | $596-44.1% | $10,843-96.9% | $847-60.6% |