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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $78,973 |
AMERICAN FUNDS1 year Filed as: CAPITAL ADVISORS, INC. D/B/A CUNA M Service code 27 · EIN 42-0388260 | Advisory (Plan) | $20,601 |
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 | $63,300 | $111,608-43.3% | $177,821-64.4% | $73,409-13.8% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 14.32% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,647 | $3,796-3.9% | $5,918-38.4% | $2,234+63.3% |
| Participant deferral / active EE | $2,785 | $6,199-55.1% | $7,714-63.9% | $3,805-26.8% |
| Admin fee / account holder | $232 | $166+39.9% | $12,427-98.1% | $158+46.7% |