Filed April 16, 2014 (most recent of 2 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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $84,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,565 | $81,537-38.0% | $149,718-66.2% | $69,631-27.4% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | 15.37% | 22.79%-7.4pp | 1501.63%-1486.3pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $3,352 | $3,239+3.5% | $5,445-38.4% | $2,032+64.9% |
| Participant deferral / active EE | $2,491 | $4,994-50.1% | $6,569-62.1% | $3,224-22.7% |
| Admin fee / account holder | $215 | $107+101.6% | $11,283-98.1% | $110+95.1% |