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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $176,018 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $78,397 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,401 | $86,897+8.6% | $151,611-37.7% | $64,808+45.7% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.5%+12.0pp | 71.5%+28.0pp |
| Annual return | -15.61% | -3.57%-12.0pp | 3.33%-18.9pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,483 | $4,010+36.7% | $6,166-11.1% | $2,506+118.8% |
| Participant deferral / active EE | $5,362 | $6,690-19.8% | $8,363-35.9% | $4,310+24.4% |
| Admin fee / account holder | $295 | $153+93.2% | $11,616-97.5% | $188+57.3% |