Filed January 14, 2011 (most recent of 4 filings on file)
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 | $50,823 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,461 |
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 | $129,697 | $136,307-4.8% | $177,821-27.1% | $73,488+76.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 17.52% | 18.68%-1.2pp | 48.32%-30.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $10,173 | $3,712+174.1% | $5,918+71.9% | $2,270+348.1% |
| Participant deferral / active EE | $6,454 | $5,829+10.7% | $7,714-16.3% | $3,740+72.6% |
| Admin fee / account holder | $300 | $596-49.6% | $12,427-97.6% | $513-41.5% |