Filed July 3, 2019 (most recent of 3 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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $17,990 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,286 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,916 | $136,307-48.7% | $177,821-60.7% | $73,488-4.9% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.7%+8.1pp | 70.7%+25.2pp |
| Annual return | 14.25% | 18.68%-4.4pp | 48.32%-34.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,812 | $3,712-51.2% | $5,918-69.4% | $2,270-20.2% |
| Participant deferral / active EE | $4,666 | $5,829-19.9% | $7,714-39.5% | $3,740+24.8% |
| Admin fee / account holder | $177 | $596-70.2% | $12,427-98.6% | $513-65.5% |