Filed August 20, 2015 (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 | $44,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,873 | $89,739-14.3% | $149,718-48.7% | $62,292+23.4% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.1pp | 69.5%+26.7pp |
| Annual return | 13.23% | 21.01%-7.8pp | 1501.63%-1488.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $6,004 | $3,233+85.7% | $5,445+10.3% | $2,042+194.0% |
| Participant deferral / active EE | $3,661 | $4,797-23.7% | $6,569-44.3% | $3,169+15.5% |
| Admin fee / account holder | $354 | $551-35.9% | $11,283-96.9% | $479-26.3% |