Filed October 12, 2006 (most recent of 2 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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $103,775 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS , INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $19,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,568 | $129,021-14.3% | $184,203-40.0% | $77,643+42.4% |
| Participation rate | 64.7% | 87.3%-22.6pp | 86.8%-22.1pp | 70.6%-5.8pp |
| Annual return | 12.43% | 33.27%-20.8pp | 28.81%-16.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,652 | $4,413-62.6% | $6,427-74.3% | $2,726-39.4% |
| Participant deferral / active EE | $5,338 | $7,297-26.9% | $9,131-41.5% | $4,647+14.9% |
| Admin fee / account holder | $320 | $254+25.9% | $13,901-97.7% | $430-25.8% |