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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,446 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,414 |
Employer 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 | $64,713 | $111,608-42.0% | $177,821-63.6% | $73,409-11.8% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 15.07% | 18.23%-3.2pp | 48.32%-33.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,149 | $3,796-69.7% | $5,918-80.6% | $2,234-48.6% |
| Participant deferral / active EE | $3,885 | $6,199-37.3% | $7,714-49.6% | $3,805+2.1% |
| Admin fee / account holder | $118 | $166-29.0% | $12,427-99.1% | $158-25.5% |