Filed July 20, 2022 (most recent of 4 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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,958 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,599 | $130,194-35.0% | $169,993-50.2% | $71,457+18.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.87% | 20.37%-4.5pp | 53.37%-37.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $6,764 | $4,381+54.4% | $6,785-0.3% | $2,588+161.4% |
| Participant deferral / active EE | $4,806 | $6,923-30.6% | $10,408-53.8% | $4,289+12.1% |
| Admin fee / account holder | $247 | $966-74.5% | $12,815-98.1% | $1,587-84.5% |