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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $57,617 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $31,466 |
Annual investment return 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 | $97,143 | $100,227-3.1% | $169,993-42.9% | $74,419+30.5% |
| Participation rate | 95.4% | 87.3%+8.1pp | 87.0%+8.4pp | 70.7%+24.7pp |
| Annual return | 13.25% | 66.08%-52.8pp | 53.37%-40.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $4,176 | $4,263-2.0% | $6,785-38.5% | $2,637+58.3% |
| Participant deferral / active EE | $4,243 | $7,143-40.6% | $10,408-59.2% | $4,528-6.3% |
| Admin fee / account holder | $204 | $234-12.8% | $12,815-98.4% | $348-41.3% |