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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,262 |
Participant contribution per participant 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 | $62,644 | $121,341-48.4% | $189,513-66.9% | $79,386-21.1% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.8%+1.4pp | 70.7%+18.5pp |
| Annual return | 13.56% | 21.08%-7.5pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,534 | $3,915-35.3% | $6,162-58.9% | $2,427+4.4% |
| Participant deferral / active EE | $3,042 | $6,395-52.4% | $8,221-63.0% | $4,046-24.8% |
| Admin fee / account holder | $73 | $651-88.9% | $12,045-99.4% | $626-88.4% |