Filed April 6, 2020
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 | $95,933 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $67,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,419 | $129,095-11.4% | $184,200-37.9% | $77,671+47.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.28% | 33.29%-19.0pp | 28.80%-14.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $5,939 | $4,410+34.7% | $6,424-7.6% | $2,726+117.8% |
| Participant deferral / active EE | $6,109 | $7,300-16.3% | $9,132-33.1% | $4,648+31.4% |
| Admin fee / account holder | $255 | $256-0.1% | $13,907-98.2% | $430-40.6% |