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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $86,519 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES LLC Service code 27 717 17TH ST., STE 1300 · DENVER, CO 802023304 | Advisory (Plan) | $21,870 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,837 | $88,515-36.9% | $162,163-65.6% | $67,579-17.4% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 21.55% | 27.04%-5.5pp | 115.59%-94.0pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,671 | $3,563+3.0% | $5,614-34.6% | $2,148+70.9% |
| Participant deferral / active EE | $2,764 | $5,724-51.7% | $7,298-62.1% | $3,539-21.9% |
| Admin fee / account holder | $255 | $124+106.2% | $10,843-97.6% | $142+79.2% |