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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,692 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $13,412 |
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 | $85,362 | $121,341-29.7% | $189,513-55.0% | $79,386+7.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.69% | 21.08%-9.4pp | 555.15%-543.5pp | 116.85%-105.2pp |
| Employer contribution / active EE | $5,029 | $3,915+28.5% | $6,162-18.4% | $2,427+107.2% |
| Participant deferral / active EE | $4,585 | $6,395-28.3% | $8,221-44.2% | $4,046+13.3% |
| Admin fee / account holder | $299 | $651-54.1% | $12,045-97.5% | $626-52.3% |