Filed March 3, 2009 (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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,083 |
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 | $102,528 | $98,982+3.6% | $162,163-36.8% | $65,185+57.3% |
| Participation rate | 99.5% | 85.8%+13.7pp | 87.6%+11.9pp | 70.2%+29.3pp |
| Annual return | 21.21% | 24.84%-3.6pp | 115.59%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $4,195 | $3,467+21.0% | $5,614-25.3% | $2,177+92.7% |
| Participant deferral / active EE | $3,962 | $5,384-26.4% | $7,298-45.7% | $3,514+12.7% |
| Admin fee / account holder | $213 | $596-64.3% | $10,843-98.0% | $847-74.9% |