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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $145,748 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $65,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,881 | $100,227+8.6% | $169,993-35.9% | $74,419+46.3% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 16.02% | 66.08%-50.1pp | 53.37%-37.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,970 | $4,263-6.9% | $6,785-41.5% | $2,637+50.5% |
| Participant deferral / active EE | $6,928 | $7,143-3.0% | $10,408-33.4% | $4,528+53.0% |
| Admin fee / account holder | $271 | $234+15.8% | $12,815-97.9% | $348-22.0% |