Filed August 22, 2000 (most recent of 2 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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $60,457 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $22,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,584 | $88,515-58.7% | $162,163-77.4% | $67,579-45.9% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.8pp | 71.3%+28.0pp |
| Annual return | 21.57% | 27.04%-5.5pp | 115.59%-94.0pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,590 | $3,563-27.3% | $5,614-53.9% | $2,148+20.6% |
| Participant deferral / active EE | $2,755 | $5,724-51.9% | $7,298-62.2% | $3,539-22.2% |
| Admin fee / account holder | $119 | $124-3.6% | $10,843-98.9% | $142-16.2% |