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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $69,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,098 | $102,553-11.2% | $151,611-39.9% | $66,914+36.1% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.8pp | 69.8%+29.5pp |
| Annual return | -16.18% | -10.82%-5.4pp | 3.33%-19.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,114 | $4,180+22.3% | $6,166-17.1% | $2,544+101.0% |
| Participant deferral / active EE | $6,225 | $6,641-6.3% | $8,363-25.6% | $4,237+46.9% |
| Admin fee / account holder | $350 | $630-44.4% | $11,616-97.0% | $593-41.0% |