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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $27,423 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,513 |
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 | $72,492 | $122,239-40.7% | $184,203-60.6% | $74,495-2.7% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 11.23% | 19.95%-8.7pp | 28.81%-17.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,034 | $4,537-55.2% | $6,427-68.3% | $2,623-22.4% |
| Participant deferral / active EE | $5,657 | $7,139-20.8% | $9,131-38.0% | $4,346+30.2% |
| Admin fee / account holder | $206 | $1,260-83.6% | $13,901-98.5% | $1,942-89.4% |