Filed April 24, 2014 (most recent of 3 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 | $42,859 |
CMFG LIFE INSURANCE COMPANY3+ years Filed as: CMFG LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,996 | $81,537-20.3% | $149,718-56.6% | $69,631-6.7% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.1%+9.6pp | 70.7%+25.9pp |
| Annual return | 23.91% | 22.79%+1.1pp | 1501.63%-1477.7pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $1,042 | $3,239-67.8% | $5,445-80.9% | $2,032-48.7% |
| Participant deferral / active EE | $3,426 | $4,994-31.4% | $6,569-47.8% | $3,224+6.3% |
| Admin fee / account holder | $136 | $107+27.7% | $11,283-98.8% | $110+23.6% |