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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $113,455 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,033 | $86,897-7.9% | $151,611-47.2% | $64,808+23.5% |
| Participation rate | 58.5% | 87.3%-28.8pp | 87.5%-29.0pp | 71.5%-13.0pp |
| Annual return | -12.72% | -3.57%-9.2pp | 3.33%-16.1pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,783 | $4,010-30.6% | $6,166-54.9% | $2,506+11.1% |
| Participant deferral / active EE | $3,865 | $6,690-42.2% | $8,363-53.8% | $4,310-10.3% |
| Admin fee / account holder | $237 | $153+54.7% | $11,616-98.0% | $188+26.0% |