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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $108,185 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $25,409 |
Participant contribution per participant 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 | $49,021 | $100,227-51.1% | $169,993-71.2% | $74,419-34.1% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.0%+11.4pp | 70.7%+27.7pp |
| Annual return | 17.81% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,256 | $4,263-23.6% | $6,785-52.0% | $2,637+23.5% |
| Participant deferral / active EE | $3,687 | $7,143-48.4% | $10,408-64.6% | $4,528-18.6% |
| Admin fee / account holder | $216 | $234-7.9% | $12,815-98.3% | $348-37.9% |