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 COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $8,951 |
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 | $43,737 | $102,553-57.4% | $151,611-71.2% | $66,914-34.6% |
| Participation rate | 90.3% | 85.5%+4.8pp | 87.5%+2.8pp | 69.8%+20.5pp |
| Annual return | -4.35% | -10.82%+6.5pp | 3.33%-7.7pp | 1.58%-5.9pp |
| Employer contribution / active EE | $2,028 | $4,180-51.5% | $6,166-67.1% | $2,544-20.3% |
| Participant deferral / active EE | $2,848 | $6,641-57.1% | $8,363-65.9% | $4,237-32.8% |
| Admin fee / account holder | $53 | $630-91.6% | $11,616-99.5% | $593-91.0% |