Filed July 19, 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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $18,175 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $5,400 |
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 | $40,451 | $98,982-59.1% | $162,163-75.1% | $65,185-37.9% |
| Participation rate | 93.8% | 85.8%+8.1pp | 87.6%+6.3pp | 70.2%+23.6pp |
| Annual return | 19.53% | 24.84%-5.3pp | 115.59%-96.1pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,632 | $3,467-24.1% | $5,614-53.1% | $2,177+20.9% |
| Participant deferral / active EE | $3,623 | $5,384-32.7% | $7,298-50.4% | $3,514+3.1% |
| Admin fee / account holder | $123 | $596-79.4% | $10,843-98.9% | $847-85.5% |