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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $51,011 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $16,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,422 | $122,239-18.7% | $184,203-46.0% | $74,495+33.5% |
| Participation rate | 98.5% | 85.5%+13.0pp | 86.8%+11.7pp | 67.2%+31.3pp |
| Annual return | 13.00% | 19.95%-7.0pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,302 | $4,537+38.9% | $6,427-1.9% | $2,623+140.3% |
| Participant deferral / active EE | $5,783 | $7,139-19.0% | $9,131-36.7% | $4,346+33.1% |
| Admin fee / account holder | $345 | $1,260-72.6% | $13,901-97.5% | $1,942-82.3% |