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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,307 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,116 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,569 | $130,194-12.8% | $169,993-33.2% | $71,457+58.9% |
| Participation rate | 90.1% | 86.1%+3.9pp | 87.0%+3.1pp | 67.9%+22.1pp |
| Annual return | 13.93% | 20.37%-6.4pp | 53.37%-39.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $7,439 | $4,381+69.8% | $6,785+9.6% | $2,588+187.5% |
| Participant deferral / active EE | $5,305 | $6,923-23.4% | $10,408-49.0% | $4,289+23.7% |
| Admin fee / account holder | $274 | $966-71.6% | $12,815-97.9% | $1,587-82.7% |