Filed April 16, 2014 (most recent of 2 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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $95,119 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,311 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,835 | $86,897-26.5% | $151,611-57.9% | $64,808-1.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -15.22% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,333 | $4,010+8.0% | $6,166-29.7% | $2,506+72.9% |
| Participant deferral / active EE | $3,632 | $6,690-45.7% | $8,363-56.6% | $4,310-15.7% |
| Admin fee / account holder | $275 | $153+79.5% | $11,616-97.6% | $188+46.2% |