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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $14,010 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,527 | $110,094-20.5% | $151,611-42.3% | $68,494+27.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.29% | -10.12%-3.2pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,155 | $4,471+15.3% | $6,166-16.4% | $2,596+98.6% |
| Participant deferral / active EE | $4,510 | $6,527-30.9% | $8,363-46.1% | $4,027+12.0% |
| Admin fee / account holder | $205 | $7,719-97.3% | $11,616-98.2% | $5,403-96.2% |