Filed February 11, 2011
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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,125 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,914 | $102,553+1.3% | $151,611-31.5% | $66,914+55.3% |
| Participation rate | 74.1% | 85.5%-11.4pp | 87.5%-13.4pp | 69.8%+4.3pp |
| Annual return | -14.08% | -10.82%-3.3pp | 3.33%-17.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,832 | $4,180-56.2% | $6,166-70.3% | $2,544-28.0% |
| Participant deferral / active EE | $3,289 | $6,641-50.5% | $8,363-60.7% | $4,237-22.4% |
| Admin fee / account holder | $346 | $630-45.1% | $11,616-97.0% | $593-41.8% |