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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,191 |
CMFG LIFE INSURANCE COMPANY4+ 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.
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 | $58,207 | $80,005-27.2% | $140,016-58.4% | $55,725+4.5% |
| Participation rate | 96.5% | 87.0%+9.5pp | 87.5%+9.0pp | 70.9%+25.6pp |
| Annual return | -2.67% | 0.46%-3.1pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,058 | $3,403-68.9% | $5,606-81.1% | $2,078-49.1% |
| Participant deferral / active EE | $3,628 | $5,264-31.1% | $6,927-47.6% | $3,356+8.1% |
| Admin fee / account holder | $138 | $116+18.9% | $10,705-98.7% | $115+19.4% |