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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $39,296 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,924 |
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 | $79,955 | $132,049-39.5% | $200,582-60.1% | $74,304+7.6% |
| Participation rate | 78.2% | 84.1%-5.9pp | 86.9%-8.7pp | 60.3%+17.8pp |
| Annual return | 16.24% | 22.22%-6.0pp | 42.33%-26.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,125 | $4,558-53.4% | $6,419-66.9% | $2,241-5.2% |
| Participant deferral / active EE | $3,711 | $7,213-48.6% | $9,331-60.2% | $3,767-1.5% |
| Admin fee / account holder | $275 | $2,405-88.5% | $16,305-98.3% | $2,969-90.7% |