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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $84,443 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $53,635 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,730 | $111,491-49.1% | $189,513-70.1% | $86,799-34.6% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 14.21% | 83.50%-69.3pp | 555.15%-540.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,005 | $3,951-49.3% | $6,162-67.5% | $2,405-16.7% |
| Participant deferral / active EE | $4,124 | $6,437-35.9% | $8,221-49.8% | $4,131-0.2% |
| Admin fee / account holder | $144 | $189-23.7% | $12,045-98.8% | $170-15.0% |