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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $105,429 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $47,289 |
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 | $101,034 | $111,608-9.5% | $177,821-43.2% | $73,409+37.6% |
| Participation rate | 98.6% | 87.9%+10.7pp | 87.7%+10.9pp | 72.2%+26.4pp |
| Annual return | 14.23% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $3,656 | $3,796-3.7% | $5,918-38.2% | $2,234+63.7% |
| Participant deferral / active EE | $6,269 | $6,199+1.1% | $7,714-18.7% | $3,805+64.7% |
| Admin fee / account holder | $226 | $166+36.6% | $12,427-98.2% | $158+43.3% |