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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,540 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $46,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,477 | $100,227-48.6% | $169,993-69.7% | $74,419-30.8% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.0%+9.8pp | 70.7%+26.1pp |
| Annual return | 18.50% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,547 | $4,263-40.3% | $6,785-62.5% | $2,637-3.4% |
| Participant deferral / active EE | $4,840 | $7,143-32.2% | $10,408-53.5% | $4,528+6.9% |
| Admin fee / account holder | $91 | $234-61.3% | $12,815-99.3% | $348-73.9% |