Filed November 24, 1993
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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $32,948 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,099 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,213 | $136,307-36.0% | $177,821-51.0% | $73,488+18.7% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+25.9pp |
| Annual return | 11.69% | 18.68%-7.0pp | 48.32%-36.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $4,540 | $3,712+22.3% | $5,918-23.3% | $2,270+100.0% |
| Participant deferral / active EE | $4,052 | $5,829-30.5% | $7,714-47.5% | $3,740+8.4% |
| Admin fee / account holder | $283 | $596-52.4% | $12,427-97.7% | $513-44.8% |