Filed February 21, 2017 (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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $52,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,119 | $98,982-26.1% | $162,163-54.9% | $65,185+12.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.01% | 24.84%-4.8pp | 115.59%-95.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $5,195 | $3,467+49.9% | $5,614-7.5% | $2,177+138.7% |
| Participant deferral / active EE | $5,563 | $5,384+3.3% | $7,298-23.8% | $3,514+58.3% |
| Admin fee / account holder | $240 | $596-59.8% | $10,843-97.8% | $847-71.7% |