Filed August 6, 2019 (most recent of 5 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 | $61,410 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $27,693 |
Annual investment return 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 | $100,886 | $111,608-9.6% | $177,821-43.3% | $73,409+37.4% |
| Participation rate | 95.0% | 87.9%+7.2pp | 87.7%+7.3pp | 72.2%+22.9pp |
| Annual return | 10.32% | 18.23%-7.9pp | 48.32%-38.0pp | 59.29%-49.0pp |
| Employer contribution / active EE | $3,778 | $3,796-0.5% | $5,918-36.2% | $2,234+69.1% |
| Participant deferral / active EE | $3,849 | $6,199-37.9% | $7,714-50.1% | $3,805+1.1% |
| Admin fee / account holder | $222 | $166+34.2% | $12,427-98.2% | $158+40.7% |