Filed December 22, 2023 (most recent of 5 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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $112,307 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $30,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,918 | $121,341-12.7% | $189,513-44.1% | $79,386+33.4% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.8%+11.8pp | 70.7%+28.9pp |
| Annual return | 13.94% | 21.08%-7.1pp | 555.15%-541.2pp | 116.85%-102.9pp |
| Employer contribution / active EE | $6,196 | $3,915+58.3% | $6,162+0.6% | $2,427+155.2% |
| Participant deferral / active EE | $5,059 | $6,395-20.9% | $8,221-38.5% | $4,046+25.0% |
| Admin fee / account holder | $504 | $651-22.6% | $12,045-95.8% | $626-19.5% |