Filed September 23, 2022 (most recent of 3 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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $88,064 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $20,878 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,814 | $111,608-54.5% | $177,821-71.4% | $73,409-30.8% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 19.77% | 18.23%+1.5pp | 48.32%-28.6pp | 59.29%-39.5pp |
| Employer contribution / active EE | $2,785 | $3,796-26.6% | $5,918-52.9% | $2,234+24.7% |
| Participant deferral / active EE | $2,715 | $6,199-56.2% | $7,714-64.8% | $3,805-28.6% |
| Admin fee / account holder | $210 | $166+26.8% | $12,427-98.3% | $158+32.9% |