Filed August 6, 2019 (most recent of 5 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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $10,244 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,750 | $68,413+13.6% | $123,104-36.8% | $55,191+40.9% |
| Participation rate | 97.2% | 84.5%+12.7pp | 86.8%+10.4pp | 69.2%+28.1pp |
| Annual return | 0.13% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,710 | $3,050-11.2% | $5,151-47.4% | $1,899+42.7% |
| Participant deferral / active EE | $2,929 | $4,490-34.8% | $6,230-53.0% | $3,046-3.9% |
| Admin fee / account holder | $31 | $88-64.9% | $9,015-99.7% | $91-66.0% |