Filed January 8, 2024
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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $24,274 |
Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,142 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,205 | $123,793-38.4% | $177,821-57.1% | $79,858-4.6% |
| Participation rate | 93.9% | 84.7%+9.3pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | 10.20% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,563 | $4,095+11.4% | $5,918-22.9% | $2,471+84.7% |
| Participant deferral / active EE | $3,742 | $5,956-37.2% | $7,714-51.5% | $3,7400% |
| Admin fee / account holder | $249 | $7,243-96.6% | $12,427-98.0% | $5,306-95.3% |