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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,813 |
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 | $85,072 | $98,982-14.1% | $162,163-47.5% | $65,185+30.5% |
| Participation rate | 91.6% | 85.8%+5.8pp | 87.6%+4.0pp | 70.2%+21.4pp |
| Annual return | 19.19% | 24.84%-5.7pp | 115.59%-96.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $3,387 | $3,467-2.3% | $5,614-39.7% | $2,177+55.6% |
| Participant deferral / active EE | $4,401 | $5,384-18.3% | $7,298-39.7% | $3,514+25.3% |
| Admin fee / account holder | $390 | $596-34.7% | $10,843-96.4% | $847-54.0% |