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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $74,315 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,176 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,012 | $111,608-61.5% | $177,821-75.8% | $73,409-41.4% |
| Participation rate | 98.8% | 87.9%+11.0pp | 87.7%+11.1pp | 72.2%+26.7pp |
| Annual return | 15.29% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $3,170 | $3,796-16.5% | $5,918-46.4% | $2,234+41.9% |
| Participant deferral / active EE | $3,238 | $6,199-47.8% | $7,714-58.0% | $3,805-14.9% |
| Admin fee / account holder | $120 | $166-27.8% | $12,427-99.0% | $158-24.3% |