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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $53,307 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $37,896 |
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 | $102,873 | $129,021-20.3% | $184,203-44.2% | $77,643+32.5% |
| Participation rate | 96.0% | 87.3%+8.6pp | 86.8%+9.1pp | 70.6%+25.4pp |
| Annual return | 11.77% | 33.27%-21.5pp | 28.81%-17.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $4,278 | $4,413-3.1% | $6,427-33.4% | $2,726+56.9% |
| Participant deferral / active EE | $4,323 | $7,297-40.8% | $9,131-52.7% | $4,647-7.0% |
| Admin fee / account holder | $194 | $254-23.4% | $13,901-98.6% | $430-54.8% |