Filed July 14, 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 9-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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,633 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $5,519 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,499 | $98,982-69.2% | $162,163-81.2% | $65,185-53.2% |
| Participation rate | 71.2% | 85.8%-14.6pp | 87.6%-16.4pp | 70.2%+1.0pp |
| Annual return | 21.29% | 24.84%-3.5pp | 115.59%-94.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,486 | $3,467+0.6% | $5,614-37.9% | $2,177+60.2% |
| Participant deferral / active EE | $2,717 | $5,384-49.5% | $7,298-62.8% | $3,514-22.7% |
| Admin fee / account holder | $99 | $596-83.3% | $10,843-99.1% | $847-88.3% |