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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,377 | $136,307-30.0% | $177,821-46.4% | $73,488+29.8% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.7%+0.4pp | 70.7%+17.5pp |
| Annual return | 14.69% | 18.68%-4.0pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $3,246 | $3,712-12.5% | $5,918-45.1% | $2,270+43.0% |
| Participant deferral / active EE | $4,228 | $5,829-27.5% | $7,714-45.2% | $3,740+13.1% |
| Admin fee / account holder | $372 | $596-37.6% | $12,427-97.0% | $513-27.5% |