Filed March 1, 2012 (most recent of 2 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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,484 | $89,739+15.3% | $149,718-30.9% | $62,292+66.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.02% | 21.01%-2.0pp | 1501.63%-1482.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $5,785 | $3,233+78.9% | $5,445+6.2% | $2,042+183.3% |
| Participant deferral / active EE | $7,284 | $4,797+51.8% | $6,569+10.9% | $3,169+129.8% |
| Admin fee / account holder | $322 | $551-41.5% | $11,283-97.1% | $479-32.8% |