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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $66,122 |
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 | $79,710 | $122,239-34.8% | $184,203-56.7% | $74,495+7.0% |
| Participation rate | 80.9% | 85.5%-4.6pp | 86.8%-5.9pp | 67.2%+13.7pp |
| Annual return | 15.49% | 19.95%-4.5pp | 28.81%-13.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $4,073 | $4,537-10.2% | $6,427-36.6% | $2,623+55.3% |
| Participant deferral / active EE | $5,059 | $7,139-29.1% | $9,131-44.6% | $4,346+16.4% |
| Admin fee / account holder | $383 | $1,260-69.6% | $13,901-97.2% | $1,942-80.3% |