Filed June 5, 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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $87,092 |
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 | $82,068 | $111,608-26.5% | $177,821-53.8% | $73,409+11.8% |
| Participation rate | 89.8% | 87.9%+2.0pp | 87.7%+2.1pp | 72.2%+17.7pp |
| Annual return | 14.53% | 18.23%-3.7pp | 48.32%-33.8pp | 59.29%-44.8pp |
| Employer contribution / active EE | $5,928 | $3,796+56.2% | $5,918+0.2% | $2,234+165.4% |
| Participant deferral / active EE | $4,015 | $6,199-35.2% | $7,714-47.9% | $3,805+5.5% |
| Admin fee / account holder | $226 | $166+36.6% | $12,427-98.2% | $158+43.2% |