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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,219 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $22,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,167 | $86,897-50.3% | $151,611-71.5% | $64,808-33.4% |
| Participation rate | 95.6% | 87.3%+8.4pp | 87.5%+8.1pp | 71.5%+24.2pp |
| Annual return | -15.16% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,070 | $4,010-48.4% | $6,166-66.4% | $2,506-17.4% |
| Participant deferral / active EE | $3,930 | $6,690-41.2% | $8,363-53.0% | $4,310-8.8% |
| Admin fee / account holder | $63 | $153-58.5% | $11,616-99.5% | $188-66.2% |