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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,715 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $19,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,800 | $102,553-6.6% | $151,611-36.8% | $66,914+43.2% |
| Participation rate | 93.3% | 85.5%+7.8pp | 87.5%+5.8pp | 69.8%+23.5pp |
| Annual return | -14.38% | -10.82%-3.6pp | 3.33%-17.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $6,800 | $4,180+62.7% | $6,166+10.3% | $2,544+167.3% |
| Participant deferral / active EE | $5,123 | $6,641-22.9% | $8,363-38.7% | $4,237+20.9% |
| Admin fee / account holder | $227 | $630-64.0% | $11,616-98.0% | $593-61.8% |