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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $24,691 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $8,535 |
Annual investment return 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 | $74,254 | $121,341-38.8% | $189,513-60.8% | $79,386-6.5% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.8%+7.3pp | 70.7%+24.4pp |
| Annual return | 12.84% | 21.08%-8.2pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,958 | $3,915-50.0% | $6,162-68.2% | $2,427-19.3% |
| Participant deferral / active EE | $5,329 | $6,395-16.7% | $8,221-35.2% | $4,046+31.7% |
| Admin fee / account holder | $232 | $651-64.3% | $12,045-98.1% | $626-62.9% |