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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,965 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,270 |
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 | $125,621 | $122,239+2.8% | $184,203-31.8% | $74,495+68.6% |
| Participation rate | 85.4% | 85.5%-0.1pp | 86.8%-1.4pp | 67.2%+18.2pp |
| Annual return | 10.36% | 19.95%-9.6pp | 28.81%-18.5pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $7,085 | $4,537+56.1% | $6,427+10.2% | $2,623+170.1% |
| Participant deferral / active EE | $5,174 | $7,139-27.5% | $9,131-43.3% | $4,346+19.1% |
| Admin fee / account holder | $342 | $1,260-72.8% | $13,901-97.5% | $1,942-82.4% |