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 COMPANY11+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $56,198 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,719 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,013 | $132,049-38.6% | $200,582-59.6% | $74,304+9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 14.45% | 22.22%-7.8pp | 42.33%-27.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,916 | $4,558-36.0% | $6,419-54.6% | $2,241+30.1% |
| Participant deferral / active EE | $3,286 | $7,213-54.4% | $9,331-64.8% | $3,767-12.8% |
| Admin fee / account holder | $260 | $2,405-89.2% | $16,305-98.4% | $2,969-91.2% |