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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $132,706 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $60,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,895 | $86,897+6.9% | $151,611-38.7% | $64,808+43.3% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.5%+11.6pp | 71.5%+27.6pp |
| Annual return | -13.29% | -3.57%-9.7pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $3,696 | $4,010-7.8% | $6,166-40.1% | $2,506+47.5% |
| Participant deferral / active EE | $6,502 | $6,690-2.8% | $8,363-22.3% | $4,310+50.8% |
| Admin fee / account holder | $253 | $153+65.5% | $11,616-97.8% | $188+34.8% |