Filed January 5, 2015
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 | $96,151 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $42,576 |
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 | $88,407 | $88,515-0.1% | $162,163-45.5% | $67,579+30.8% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.1pp | 71.3%+26.4pp |
| Annual return | 20.40% | 27.04%-6.6pp | 115.59%-95.2pp | 378.56%-358.2pp |
| Employer contribution / active EE | $3,328 | $3,563-6.6% | $5,614-40.7% | $2,148+54.9% |
| Participant deferral / active EE | $5,638 | $5,724-1.5% | $7,298-22.7% | $3,539+59.3% |
| Admin fee / account holder | $214 | $124+73.4% | $10,843-98.0% | $142+50.7% |