Filed July 13, 2010 (most recent of 5 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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $148,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,577 | $111,491-20.6% | $189,513-53.3% | $86,799+2.0% |
| Participation rate | 83.7% | 87.3%-3.6pp | 87.8%-4.1pp | 72.3%+11.5pp |
| Annual return | 24.31% | 83.50%-59.2pp | 555.15%-530.8pp | 97.91%-73.6pp |
| Employer contribution / active EE | $3,925 | $3,951-0.7% | $6,162-36.3% | $2,405+63.2% |
| Participant deferral / active EE | $4,791 | $6,437-25.6% | $8,221-41.7% | $4,131+16.0% |
| Admin fee / account holder | $313 | $189+65.7% | $12,045-97.4% | $170+84.4% |