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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $40,536 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $13,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,985 | $130,194-34.7% | $169,993-50.0% | $71,457+18.9% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.0%+8.3pp | 67.9%+27.4pp |
| Annual return | 17.87% | 20.37%-2.5pp | 53.37%-35.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $5,556 | $4,381+26.8% | $6,785-18.1% | $2,588+114.7% |
| Participant deferral / active EE | $5,056 | $6,923-27.0% | $10,408-51.4% | $4,289+17.9% |
| Admin fee / account holder | $281 | $966-70.9% | $12,815-97.8% | $1,587-82.3% |