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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $99,896 |
Participant contribution per participant 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 | $31,654 | $80,005-60.4% | $140,016-77.4% | $55,725-43.2% |
| Participation rate | 95.4% | 87.0%+8.4pp | 87.5%+7.9pp | 70.9%+24.6pp |
| Annual return | -4.36% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,674 | $3,403-50.8% | $5,606-70.1% | $2,078-19.5% |
| Participant deferral / active EE | $2,663 | $5,264-49.4% | $6,927-61.6% | $3,356-20.6% |
| Admin fee / account holder | $175 | $116+51.0% | $10,705-98.4% | $115+51.6% |