Filed January 6, 2006 (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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $87,887 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,063 | $86,897+2.5% | $151,611-41.3% | $64,808+37.4% |
| Participation rate | 97.9% | 87.3%+10.7pp | 87.5%+10.4pp | 71.5%+26.5pp |
| Annual return | -16.81% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $4,833 | $4,010+20.5% | $6,166-21.6% | $2,506+92.9% |
| Participant deferral / active EE | $4,766 | $6,690-28.8% | $8,363-43.0% | $4,310+10.6% |
| Admin fee / account holder | $333 | $153+117.4% | $11,616-97.1% | $188+77.1% |