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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $95,071 |
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 | $49,384 | $80,005-38.3% | $140,016-64.7% | $55,725-11.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.30% | 0.46%-5.8pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,628 | $3,403+6.6% | $5,606-35.3% | $2,078+74.6% |
| Participant deferral / active EE | $2,723 | $5,264-48.3% | $6,927-60.7% | $3,356-18.9% |
| Admin fee / account holder | $238 | $116+105.5% | $10,705-97.8% | $115+106.4% |