Filed February 1, 2013 (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 | $62,494 |
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 | $34,832 | $80,005-56.5% | $140,016-75.1% | $55,725-37.5% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.2pp |
| Annual return | -4.43% | 0.46%-4.9pp | 651.12%-655.5pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,624 | $3,403-22.9% | $5,606-53.2% | $2,078+26.3% |
| Participant deferral / active EE | $1,901 | $5,264-63.9% | $6,927-72.6% | $3,356-43.3% |
| Admin fee / account holder | $145 | $116+25.3% | $10,705-98.6% | $115+25.9% |