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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,953 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,530 | $148,978-19.8% | $200,582-40.4% | $84,808+40.9% |
| Participation rate | 96.6% | 84.2%+12.4pp | 86.9%+9.7pp | 68.3%+28.3pp |
| Annual return | 14.22% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,419 | $4,815-49.8% | $6,419-62.3% | $2,631-8.1% |
| Participant deferral / active EE | $4,421 | $7,142-38.1% | $9,331-52.6% | $4,212+5.0% |
| Admin fee / account holder | $385 | $13,977-97.2% | $16,305-97.6% | $7,344-94.8% |