Filed July 14, 2006
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 | $58,281 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,579 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,038 | $88,515-48.0% | $162,163-71.6% | $67,579-31.9% |
| Participation rate | 94.4% | 86.8%+7.6pp | 87.6%+6.9pp | 71.3%+23.1pp |
| Annual return | 22.50% | 27.04%-4.5pp | 115.59%-93.1pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,797 | $3,563-49.6% | $5,614-68.0% | $2,148-16.3% |
| Participant deferral / active EE | $3,210 | $5,724-43.9% | $7,298-56.0% | $3,539-9.3% |
| Admin fee / account holder | $100 | $124-19.5% | $10,843-99.1% | $142-30.0% |