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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $57,719 |
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 | $86,528 | $130,194-33.5% | $169,993-49.1% | $71,457+21.1% |
| Participation rate | 76.3% | 86.1%-9.8pp | 87.0%-10.7pp | 67.9%+8.4pp |
| Annual return | 17.96% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,949 | $4,381-9.9% | $6,785-41.8% | $2,588+52.6% |
| Participant deferral / active EE | $5,164 | $6,923-25.4% | $10,408-50.4% | $4,289+20.4% |
| Admin fee / account holder | $419 | $966-56.6% | $12,815-96.7% | $1,587-73.6% |