Filed March 14, 2025 (most recent of 2 filings on file)
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 | $34,667 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $13,387 |
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 | $124,606 | $123,793+0.7% | $177,821-29.9% | $79,858+56.0% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 13.46% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $7,357 | $4,095+79.6% | $5,918+24.3% | $2,471+197.7% |
| Participant deferral / active EE | $4,472 | $5,956-24.9% | $7,714-42.0% | $3,740+19.6% |
| Admin fee / account holder | $356 | $7,243-95.1% | $12,427-97.1% | $5,306-93.3% |