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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $56,495 |
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 | $85,548 | $102,553-16.6% | $151,611-43.6% | $66,914+27.8% |
| Participation rate | 78.7% | 85.5%-6.8pp | 87.5%-8.8pp | 69.8%+8.9pp |
| Annual return | -15.33% | -10.82%-4.5pp | 3.33%-18.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,915 | $4,180-6.4% | $6,166-36.5% | $2,544+53.9% |
| Participant deferral / active EE | $4,984 | $6,641-24.9% | $8,363-40.4% | $4,237+17.6% |
| Admin fee / account holder | $431 | $630-31.5% | $11,616-96.3% | $593-27.3% |