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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $151,923 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $68,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,222 | $111,491+3.3% | $189,513-39.2% | $86,799+32.7% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.8%+10.7pp | 72.3%+26.2pp |
| Annual return | 16.42% | 83.50%-67.1pp | 555.15%-538.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $3,751 | $3,951-5.1% | $6,162-39.1% | $2,405+56.0% |
| Participant deferral / active EE | $6,603 | $6,437+2.6% | $8,221-19.7% | $4,131+59.8% |
| Admin fee / account holder | $309 | $189+63.9% | $12,045-97.4% | $170+82.4% |