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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $105,190 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $50,570 |
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 | $166,005 | $129,021+28.7% | $184,203-9.9% | $77,643+113.8% |
| Participation rate | 99.6% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 15.12% | 33.27%-18.2pp | 28.81%-13.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $13,427 | $4,413+204.3% | $6,427+108.9% | $2,726+392.6% |
| Participant deferral / active EE | $8,723 | $7,297+19.5% | $9,131-4.5% | $4,647+87.7% |
| Admin fee / account holder | $454 | $254+78.9% | $13,901-96.7% | $430+5.5% |