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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $69,353 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,126 | $121,341-10.1% | $189,513-42.4% | $79,386+37.5% |
| Participation rate | 81.7% | 86.1%-4.4pp | 87.8%-6.1pp | 70.7%+11.0pp |
| Annual return | 14.31% | 21.08%-6.8pp | 555.15%-540.8pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,495 | $3,915-10.7% | $6,162-43.3% | $2,427+44.0% |
| Participant deferral / active EE | $4,555 | $6,395-28.8% | $8,221-44.6% | $4,046+12.6% |
| Admin fee / account holder | $529 | $651-18.8% | $12,045-95.6% | $626-15.6% |