Filed June 19, 2020 (most recent of 4 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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $82,964 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $22,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,014 | $121,341-8.5% | $189,513-41.4% | $79,386+39.8% |
| Participation rate | 91.5% | 86.1%+5.4pp | 87.8%+3.7pp | 70.7%+20.8pp |
| Annual return | 11.86% | 21.08%-9.2pp | 555.15%-543.3pp | 116.85%-105.0pp |
| Employer contribution / active EE | $6,457 | $3,915+64.9% | $6,162+4.8% | $2,427+166.0% |
| Participant deferral / active EE | $4,600 | $6,395-28.1% | $8,221-44.0% | $4,046+13.7% |
| Admin fee / account holder | $471 | $651-27.8% | $12,045-96.1% | $626-24.9% |