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 COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $10,035 |
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 | $51,380 | $130,194-60.5% | $169,993-69.8% | $71,457-28.1% |
| Participation rate | 91.3% | 86.1%+5.2pp | 87.0%+4.3pp | 67.9%+23.4pp |
| Annual return | 15.27% | 20.37%-5.1pp | 53.37%-38.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,364 | $4,381-46.0% | $6,785-65.2% | $2,588-8.6% |
| Participant deferral / active EE | $3,122 | $6,923-54.9% | $10,408-70.0% | $4,289-27.2% |
| Admin fee / account holder | $58 | $966-94.0% | $12,815-99.5% | $1,587-96.3% |