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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,562 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $8,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,215 | $136,307-58.0% | $177,821-67.8% | $73,488-22.1% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.7%+6.2pp | 70.7%+23.2pp |
| Annual return | 25.14% | 18.68%+6.5pp | 48.32%-23.2pp | 28.51%-3.4pp |
| Employer contribution / active EE | $2,556 | $3,712-31.1% | $5,918-56.8% | $2,270+12.6% |
| Participant deferral / active EE | $3,910 | $5,829-32.9% | $7,714-49.3% | $3,740+4.6% |
| Admin fee / account holder | $308 | $596-48.3% | $12,427-97.5% | $513-40.0% |