Filed October 10, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $40,110 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,662 | $123,793+20.9% | $177,821-15.8% | $79,858+87.4% |
| Participation rate | 94.2% | 84.7%+9.5pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 14.48% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,432 | $4,095-16.2% | $5,918-42.0% | $2,471+38.9% |
| Participant deferral / active EE | $5,572 | $5,956-6.5% | $7,714-27.8% | $3,740+49.0% |
| Admin fee / account holder | $434 | $7,243-94.0% | $12,427-96.5% | $5,306-91.8% |