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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $38,834 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,059 | $102,553-28.8% | $151,611-51.8% | $66,914+9.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.78% | -10.82%-4.0pp | 3.33%-18.1pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,638 | $4,180+34.9% | $6,166-8.6% | $2,544+121.6% |
| Participant deferral / active EE | $4,985 | $6,641-24.9% | $8,363-40.4% | $4,237+17.7% |
| Admin fee / account holder | $278 | $630-55.9% | $11,616-97.6% | $593-53.2% |