Filed September 7, 2005
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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $61,156 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,438 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,507 | $98,982-52.0% | $162,163-70.7% | $65,185-27.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.01% | 24.84%-4.8pp | 115.59%-95.6pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,331 | $3,467-32.8% | $5,614-58.5% | $2,177+7.1% |
| Participant deferral / active EE | $2,583 | $5,384-52.0% | $7,298-64.6% | $3,514-26.5% |
| Admin fee / account holder | $270 | $596-54.7% | $10,843-97.5% | $847-68.1% |