Filed April 24, 2014 (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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,180 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $17,053 |
Employer 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 | $55,425 | $88,515-37.4% | $162,163-65.8% | $67,579-18.0% |
| Participation rate | 96.9% | 86.8%+10.1pp | 87.6%+9.4pp | 71.3%+25.6pp |
| Annual return | 26.19% | 27.04%-0.9pp | 115.59%-89.4pp | 378.56%-352.4pp |
| Employer contribution / active EE | $954 | $3,563-73.2% | $5,614-83.0% | $2,148-55.6% |
| Participant deferral / active EE | $3,271 | $5,724-42.9% | $7,298-55.2% | $3,539-7.6% |
| Admin fee / account holder | $115 | $124-6.8% | $10,843-98.9% | $142-19.0% |