Filed December 5, 2022 (most recent of 4 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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $176,403 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $61,641 |
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 | $78,415 | $88,515-11.4% | $162,163-51.6% | $67,579+16.0% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 20.58% | 27.04%-6.5pp | 115.59%-95.0pp | 378.56%-358.0pp |
| Employer contribution / active EE | $4,865 | $3,563+36.5% | $5,614-13.3% | $2,148+126.5% |
| Participant deferral / active EE | $4,064 | $5,724-29.0% | $7,298-44.3% | $3,539+14.8% |
| Admin fee / account holder | $255 | $124+105.9% | $10,843-97.7% | $142+78.9% |