Filed January 6, 2006 (most recent of 3 filings on file)
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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $39,607 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,227 | $98,982-50.3% | $162,163-69.6% | $65,185-24.5% |
| Participation rate | 92.1% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+21.9pp |
| Annual return | 22.04% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,145 | $3,467-38.1% | $5,614-61.8% | $2,177-1.5% |
| Participant deferral / active EE | $3,390 | $5,384-37.0% | $7,298-53.6% | $3,514-3.5% |
| Admin fee / account holder | $280 | $596-53.1% | $10,843-97.4% | $847-67.0% |