Filed August 8, 2018 (most recent of 3 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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $94,194 |
Filed as: CMGF LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,184 | $81,537-56.8% | $149,718-76.5% | $69,631-49.5% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 14.65% | 22.79%-8.1pp | 1501.63%-1487.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,404 | $3,239-56.6% | $5,445-74.2% | $2,032-30.9% |
| Participant deferral / active EE | $2,505 | $4,994-49.8% | $6,569-61.9% | $3,224-22.3% |
| Admin fee / account holder | $177 | $107+65.7% | $11,283-98.4% | $110+60.3% |