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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $78,913 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $29,595 |
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 | $107,880 | $100,227+7.6% | $169,993-36.5% | $74,419+45.0% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 17.65% | 66.08%-48.4pp | 53.37%-35.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $5,488 | $4,263+28.7% | $6,785-19.1% | $2,637+108.1% |
| Participant deferral / active EE | $5,385 | $7,143-24.6% | $10,408-48.3% | $4,528+18.9% |
| Admin fee / account holder | $307 | $234+31.1% | $12,815-97.6% | $348-11.6% |