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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,687 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,600 | $130,194-29.6% | $169,993-46.1% | $71,457+28.2% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.0%+9.6pp | 67.9%+28.6pp |
| Annual return | 16.44% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,269 | $4,381-48.2% | $6,785-66.6% | $2,588-12.3% |
| Participant deferral / active EE | $3,917 | $6,923-43.4% | $10,408-62.4% | $4,289-8.7% |
| Admin fee / account holder | $274 | $966-71.6% | $12,815-97.9% | $1,587-82.7% |