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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,752 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,197 |
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 | $65,318 | $122,239-46.6% | $184,203-64.5% | $74,495-12.3% |
| Participation rate | 78.2% | 85.5%-7.3pp | 86.8%-8.6pp | 67.2%+11.0pp |
| Annual return | 13.58% | 19.95%-6.4pp | 28.81%-15.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,049 | $4,537-54.8% | $6,427-68.1% | $2,623-21.9% |
| Participant deferral / active EE | $3,561 | $7,139-50.1% | $9,131-61.0% | $4,346-18.1% |
| Admin fee / account holder | $238 | $1,260-81.1% | $13,901-98.3% | $1,942-87.8% |