Filed December 21, 2023 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,755 | $136,307-63.5% | $177,821-72.0% | $73,488-32.3% |
| Participation rate | 87.7% | 86.1%+1.6pp | 87.7%0pp | 70.7%+17.1pp |
| Annual return | 12.91% | 18.68%-5.8pp | 48.32%-35.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,317 | $3,712-37.6% | $5,918-60.9% | $2,270+2.1% |
| Participant deferral / active EE | $2,753 | $5,829-52.8% | $7,714-64.3% | $3,740-26.4% |
| Admin fee / account holder | $53 | $596-91.1% | $12,427-99.6% | $513-89.6% |