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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $19,192 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,461 | $125,758-29.7% | $169,993-48.0% | $75,163+17.7% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 13.67% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $5,259 | $4,615+14.0% | $6,785-22.5% | $2,670+97.0% |
| Participant deferral / active EE | $4,272 | $6,837-37.5% | $10,408-59.0% | $4,125+3.6% |
| Admin fee / account holder | $239 | $8,173-97.1% | $12,815-98.1% | $5,651-95.8% |