Filed January 30, 2015
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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $27,699 |
Participant 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 | $33,010 | $71,802-54.0% | $133,980-75.4% | $57,658-42.7% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.1%+6.9pp | 70.2%+23.8pp |
| Annual return | 11.42% | 13.51%-2.1pp | 29.30%-17.9pp | 5.13%+6.3pp |
| Employer contribution / active EE | $1,176 | $3,161-62.8% | $5,211-77.4% | $1,974-40.4% |
| Participant deferral / active EE | $2,607 | $4,606-43.4% | $6,282-58.5% | $3,061-14.8% |
| Admin fee / account holder | $95 | $88+8.1% | $9,324-99.0% | $95+0.2% |