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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,002 |
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 | $72,496 | $79,523-8.8% | $140,016-48.2% | $56,287+28.8% |
| Participation rate | 97.3% | 85.7%+11.6pp | 87.5%+9.8pp | 69.9%+27.4pp |
| Annual return | -4.42% | 2.39%-6.8pp | 651.12%-655.5pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,151 | $3,350-5.9% | $5,606-43.8% | $2,111+49.3% |
| Participant deferral / active EE | $4,112 | $5,129-19.8% | $6,927-40.6% | $3,350+22.8% |
| Admin fee / account holder | $400 | $614-34.9% | $10,705-96.3% | $521-23.2% |