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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $27,426 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,509 |
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 | $48,154 | $102,553-53.0% | $151,611-68.2% | $66,914-28.0% |
| Participation rate | 83.5% | 85.5%-2.0pp | 87.5%-4.0pp | 69.8%+13.7pp |
| Annual return | -11.16% | -10.82%-0.3pp | 3.33%-14.5pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,009 | $4,180-51.9% | $6,166-67.4% | $2,544-21.0% |
| Participant deferral / active EE | $3,494 | $6,641-47.4% | $8,363-58.2% | $4,237-17.5% |
| Admin fee / account holder | $176 | $630-72.1% | $11,616-98.5% | $593-70.4% |