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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $22,407 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $8,053 |
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 | $67,965 | $130,194-47.8% | $169,993-60.0% | $71,457-4.9% |
| Participation rate | 95.4% | 86.1%+9.2pp | 87.0%+8.4pp | 67.9%+27.4pp |
| Annual return | 14.56% | 20.37%-5.8pp | 53.37%-38.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,945 | $4,381-55.6% | $6,785-71.3% | $2,588-24.8% |
| Participant deferral / active EE | $5,291 | $6,923-23.6% | $10,408-49.2% | $4,289+23.4% |
| Admin fee / account holder | $180 | $966-81.3% | $12,815-98.6% | $1,587-88.6% |